other names
  • PROVENIO CAPITAL
  • PROVENIO CAPITAL MANAGEMENT INC.
  • PROVENIO CAPITAL MANAGEMENT LLC
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Adviser Profile

Registration status Terminated
As of Date 01/09/2025
ADV Location NEWPORT BEACH, CA, United States
Adviser Type - Large advisory firm
Number of Employees 10 25%
of those in investment advisory functions 6 20%
AUM* 1,618,524,064 4%
of that, discretionary 166,714,565 6%
Private Fund GAV* 0 -100%
Avg Account Size 12,355,146 0%
% High Net Worth 78.29% 3%
SMA’s Yes
Private Funds 0 10
Contact Info 949 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1B 1B 997M 798M 598M 399M 199M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary