Peter W. Kronberg

PROFICIO CAPITAL PARTNERS LLC

Newton, MA 02458-1655

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CRD#: 5983501

Professional summary

Peter Walter Kronberg is a registered financial advisor currently at PROFICIO CAPITAL PARTNERS LLC located in Newton, Massachusetts.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Peter has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SOLE PROPRIETOR OF NON-INVESTMENT RELATED LAW PRACTICE @ 0 - 5 HOURS PER MONTH SERVICING DESIGN and software FIRM CLIENTS SINCE 01/2009 - 86 JEWETT ST., NEWTON, MA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Walter Kronberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 23, 2015 - Present

PROFICIO CAPITAL PARTNERS LLC

Office #1: 300 Washington Street Ste 951 One Gateway Center, Newton, MA 02458-1655

RIA

CRD#: 269931

Newton, MA

Past

August 5, 2013 - November 5, 2013

HABER TRILIX ADVISORS, LP

RIA

CRD#: 155025

BOSTON, MA

Past

October 11, 2012 - August 31, 2013

TEN ASSET MANAGEMENT, INC.

RIA

CRD#: 134021

OJAI, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PROFICIO CAPITAL PARTNERS LLC

CRD#: 269931 / SEC#: 801-106483

RIA

Registered Investment Advisory firm - (7/31/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/23/2015)

IAR

Texas
(5/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/2012

Uniform Investment Adviser Law Examination

Current Firm

PROFICIO CAPITAL PARTNERS LLC

CRD#: 269931 / SEC#: 801-106483

RIA

Registered Investment Advisory firm - (7/31/2015 Approved)

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Contact information

Main Address

300 Washington Street Ste 951 One Gateway Center, Newton, MA 02458-1655

Mailing Address

Phone number

(617) 340-8425

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PT2 BROCHURE UPDATE 3_25_25 (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,302
AUM (Assets Under Management)	$ 3,977,503,248

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/19/2024	Cover Page	Report
01/04/2024	Cover Page	Report
09/13/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Peter W. Kronberg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Walter Kronberg's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROFICIO CAPITAL PARTNERS LLC

HABER TRILIX ADVISORS, LP

TEN ASSET MANAGEMENT, INC.

Primary Firm SEC Registration

PROFICIO CAPITAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2012

Current Firm

PROFICIO CAPITAL PARTNERS LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PROFICIO CAPITAL PARTNERS LLC

TRUST BUT VERIFY

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