Provenio Capital Management LLC
● SEC registered since 2024CRD 333009SEC# 801-131264Newport Beach, CA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Paul Wynn Durrant Control | Member, Co-Founder And Chief Investment Officer | Under 5% | 2016 |
| Jeremy David Chused Control | Senior Vice President Of Investment Operations | Under 5% | 2016 |
| Kevin Michael Murphy Control | Member, Co-Founder And Chief Executive Officer | Under 5% | 2016 |
| Provenio Capital LLC Control | Member | Over 75% | 2016 |
| Reshma B Patel Control | Senior Vice President Of Operations And Chief Compliance Officer | Under 5% | 2022 |
| Benjamin Paul Wynn Durrant Control | Trustee | 50-75% | 2022 |
| Durrant Living Trust Control | Shareholder | 50-75% | 2022 |
| Jennifer Dawn Gross Control | Trustee | 50-75% | 2022 |
| Kevin Michael Murphy Control | Trustee | 50-75% | 2001 |
| Murphy Family Trust Dtd 04/03/2001 Control | Shareholder | 50-75% | 2016 |
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Join to unlock · $37/moFrequently 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
| Address | 4400 MacArthur Blvd., Suite 300, Newport Beach, CA 92660 |
| Phone | (949) 301-9060 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.63B▼ 1%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,306 advisers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$1.63Bregulatory AUM
Discretionary $244.3MNon-discretionary $1.39B