0001903207-24-000001.txt : 20240102 0001903207-24-000001.hdr.sgml : 20240102 20240102145839 ACCESSION NUMBER: 0001903207-24-000001 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20240102 DATE AS OF CHANGE: 20240102 EFFECTIVENESS DATE: 20240102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Proficio Dynamic Balanced fund, LP CENTRAL INDEX KEY: 0001903207 ORGANIZATION NAME: IRS NUMBER: 871622182 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-428262 FILM NUMBER: 24502021 BUSINESS ADDRESS: STREET 1: 300 WASHINGTON STREET STREET 2: STE 951 CITY: NEWTON STATE: MA ZIP: 02458 BUSINESS PHONE: 6174357967 MAIL ADDRESS: STREET 1: 300 WASHINGTON STREET STREET 2: STE 951 CITY: NEWTON STATE: MA ZIP: 02458 D/A 1 primary_doc.xml X0708 D/A LIVE 0001903207 Proficio Dynamic Balanced fund, LP 300 WASHINGTON STREET STE 951 NEWTON MA MASSACHUSETTS 02458 6174357967 DELAWARE None None Limited Partnership true 2021 Matthew Harrison Wosk 300 Washington Street Ste 601 Newton MA MASSACHUSETTS 02458 Executive Officer CEO of General Partner Pooled Investment Fund Other Investment Fund false $5,000,001 - $25,000,000 06b true 0001903207-23-000001 2021-12-30 true true false 50000 Indefinite 5000000 Indefinite false 1 0 0 No sales commissions or finders fees 0 General Partner receives a a management fee of 1% per annum false Proficio Dynamic Balanced fund, LP Matthew H. Wosk Matthew Harrison Wosk CEO of GP 2024-01-02