Procapita Partners, LLC

Procapita Partners, LLC is a financial advisory firm established in April 2018 by principal owner Joseph Greco. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to make investment decisions in line with fiduciary duties. Procapita Partners may direct clients to third-party advisers and conducts due diligence before referrals. The firm specializes in fixed income securities, real estate funds, equities, hedge funds, and more. Clients are required to have a minimum account size of $250,000. Fees are asset-based, ranging from 0.50% to 1.50% annually, with hourly financial planning fees between $300 and $500. Procapita Partners reviews client accounts annually and provides quarterly reports. The firm participates in the Paycheck Protection Program to maintain operations during market challenges. Procapita Partners does not have a history of bankruptcy petitions or disciplinary actions. Clients have the option to request proxy voting information and policies. For further details, clients can contact Joseph Greco at [email protected].