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Provenio Capital Management LLC

● SEC registered since 2024CRD 333009SEC# 801-131264Newport Beach, CA
Export (members)
Reg. AUM
$1.63B
Employees
11
Accounts
132
Location
Newport Beach, CA

Provenio Capital Management LLC assets under management

Provenio Capital Management LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2024. It reports $1.6 billion in regulatory assets under management and employs 11 people.

Provenio Capital Management LLC owners & executives

11 reported
NameTitleOwnershipSince
Benjamin Paul Wynn Durrant ControlMember, Co-Founder And Chief Investment OfficerUnder 5%2016
Jeremy David Chused ControlSenior Vice President Of Investment OperationsUnder 5%2016
Kevin Michael Murphy ControlMember, Co-Founder And Chief Executive OfficerUnder 5%2016
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Frequently asked questions

How much does Provenio Capital Management LLC manage?

Provenio Capital Management LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many employees does Provenio Capital Management LLC have?

Provenio Capital Management LLC reports 11 employees.

Where is Provenio Capital Management LLC located?

Provenio Capital Management LLC is based in Newport Beach, CA and has been SEC-registered since 2024.

Does Provenio Capital Management LLC disclose fund performance?

Provenio Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4400 MacArthur Blvd., Suite 300, Newport Beach, CA 92660
Phone(949) 301-9060
Office hours8:30 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$1.63B▼ 1%
Mar '25 — $1.64BApr '25 — $1.64BMay '25 — $1.64BJun '25 — $1.64BJul '25 — $1.64BAug '25 — $1.64BSep '25 — $1.64BOct '25 — $1.64BNov '25 — $1.64BDec '25 — $1.64BJan '26 — $1.64BFeb '26 — $1.64BMar '26 — $1.63BApr '26 — $1.63BMay '26 — $1.63BJun '26 — $1.63B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers

Assets under management

$1.63Bregulatory AUM
Discretionary $244.3MNon-discretionary $1.39B