What amount sold does Proficio Dynamic Balanced fund, LP report in Form D filings?

The latest linked filings report $6.4M sold across 1 identified offering(s). 1 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Proficio Dynamic Balanced fund, LP's most recent SEC filing?

Proficio Dynamic Balanced fund, LP's most recent Form D filing was on 2025-12-30.

How many investors does Proficio Dynamic Balanced fund, LP have?

The most recent Form D filing lists 3 investor(s).

Proficio Dynamic Balanced fund, LP

CIK: 0001903207·Pooled Investment Fund·NEWTON, MA

Reported Sold

$6,400,000

Total Filings

Identified Offerings

Last Filed

Dec 30, 2025

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

Offering filing timeline

Dec 30, 2025Form D/A — Amendment

Reported sold: $6,600,000 · Target: N/A

No verified predecessor available.

Rule 506(b)·3 investors

Dec 30, 2024Form D/A — Amendment

Reported sold: $6,400,000 · Target: Indefinite

Rule 506(b)·3 investors

Changed: Reported amount sold, Reported investors

Jan 2, 2024Form D/A — Amendment

Reported sold: $5,000,000 · Target: Indefinite

Rule 506(b)·1 investor

Jan 5, 2023Form D/A — Amendment

Reported sold: $5,000,000 · Target: Indefinite

Rule 506(b)·1 investor

Jan 7, 2022Form D — New notice

Reported sold: $5,000,000 · Target: Indefinite

Rule 506(b)·1 investor

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

80%

Latest reported sold across 1 identified offering

$6,400,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

1 unlinked amendment excluded.

Key People

Matthew Harrison Wosk

Executive Officer

Appears on 5 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
Dec 30, 2025	Amendment	N/A	$6,600,000	3
Dec 30, 2024	Amendment	Indefinite	$6,400,000	3
Jan 2, 2024	Amendment	Indefinite	$5,000,000	1
Jan 5, 2023	Amendment	Indefinite	$5,000,000	1
Jan 7, 2022	New	Indefinite	$5,000,000	1

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

AVSF - Integrated Biosciences 2026, LLC

Pooled Investment Fund

Offering target: Indefinite

Filed Nov 5, 2026