0001903207-25-000002.txt : 20251230 0001903207-25-000002.hdr.sgml : 20251230 20251230100913 ACCESSION NUMBER: 0001903207-25-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20251230 DATE AS OF CHANGE: 20251230 EFFECTIVENESS DATE: 20251230 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Proficio Dynamic Balanced fund, LP CENTRAL INDEX KEY: 0001903207 ORGANIZATION NAME: EIN: 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: 251611610 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 951 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 0001903207-24-000001 2021-12-30 true true false 50000 Indefinite 6600000 Indefinite false 3 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 2025-12-30