PROVENANCE MANAGEMENT CO., LP

RIASEC RegisteredEst. 2023
Total AUM
$454M
Discretionary
$450M
99% of AUM
Avg account
$50.5M
Accounts
9
Employees
8
Advisory reps
3

Firm details

Headquarters
Beverly Hills, California
CRD number
307347
Registered since
August 1, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Provenance Management Co, LP is organized as a limited partnership and is registered with the SEC (registration year 2023). The firm is classified as a private equity fund manager that primarily provides portfolio management for pooled investment vehicles and serves institutional clients. It operates as an adviser and sponsor—acting as a general partner/managing member of pooled vehicles—rather than functioning as a separate capital allocator. The firm’s revenue model combines asset-based fees with performance-linked compensation. Provenance does not present itself as an active ESG investor, is not set up as a multi-state adviser, and does not offer pension consulting services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • ANTON ROMASH

    PartnerCRD 5347632

  • ANTHONY CHOE

    Founder & Managing PartnerCRD 2539664

  • Paula Sutter

    PartnerCRD 8068453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
8383 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth