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Building 2PROVENIO CAPITAL

Map pinNEWPORT BEACH, CA
Phone(949) 301-9060
NotebookSEC #801-131264
Total AUM
$1.6B
Employees
11
Clients
130

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4400 MACARTHUR BLVD.
SUITE 300
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
(949) 301-9060
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
132
Discretionary
$244.3M
Accounts
17
Non-Discretionary
$1.4B
Accounts
115

ContactClients

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HNW Individual Clients
94
AUM
$1.2B
Pooled Vehicle Clients
13
AUM
$106.5M
Pension/Profit Sharing Plan Clients
5
AUM
$26.1M
Charitable Organization Clients
1
AUM
$59M
Insurance Company Clients
16
AUM
$199.1M
Corporation or Business Clients
1
AUM
$479.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
CAFL

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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