PROVENIO CAPITAL

RIASEC RegisteredEst. 2024

Total AUM

$1.6B

Discretionary

$244M

15% of AUM

Avg account

$12.4M

Accounts

132

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 333009
Registered since: October 8, 2024
Website: www.proveniocapital.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI76.06%
Insurance Companies12.19%
Pooled Investment Vehicles6.52%
Charitable Organizations3.61%
Pension & Profit Sharing Plans1.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Provenio Capital is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm acts as a capital allocator for both individual/family and institutional clients, combining fee arrangements that include percentage-of-AUM, fixed fees and performance-based fees. Its advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Provenio Capital is not identified as an active ESG investor and maintains an industry affiliation with an insurance company. Investment activity shows a clear preference for private funds as the primary allocation vehicle. The firm operates in both discretionary and nondiscretionary capacities but the bulk of assets sit in vehicles outside day-to-day trading accounts, reflecting a focus on longer-duration, manager-driven investments and third-party alternative managers.