PROVENIO CAPITAL
other names
- PROVENIO CAPITAL
- PROVENIO CAPITAL MANAGEMENT LLC
Adviser Profile
| As of Date | 03/25/2026 |
| 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* | 1,633,830,237 0% |
| of that, discretionary | 244,303,428 22% |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,377,502 -6% |
| % High Net Worth | 70.68% -8% |
| 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
Private Funds
No private funds