PROVENIO CAPITAL

other names
  • PROVENIO CAPITAL
  • PROVENIO CAPITAL MANAGEMENT LLC
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Adviser Profile
As of Date 07/08/2025
ADV Location NEWPORT BEACH, CA, United States
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 6
Registration SEC, Approved, 10/08/2024
AUM* 1,642,380,559 0%
of that, discretionary 212,902,987 7%
Private Fund GAV* 0
Avg Account Size 12,831,098 -3%
% High Net Worth 71.32% -7%
SMA’s No
Private Funds 0
Contact Info (94 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

- Financial planning services
- 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

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees