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PROVENIO CAPITAL
PROVENIO CAPITAL MANAGEMENT LLC
CRD 333009 · SEC 801-131264
4400 MACARTHUR BLVD., SUITE 300, NEWPORT BEACH, CA, 92660, United States
Phone
(949) 301-9060
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.63B
Discretionary AUM
$244.3M
Team
11 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 94 | $1.24B |
| Pooled investment vehicles | 13 | $106.5M |
| Pension/profit sharing plans | 5 | $26.1M |
| Insurance companies | 16 | $199.1M |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD