PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Proventus AG Vermogensverwaltung

● SEC registered since 2013CRD 167142SEC# 801-77962Zurich
Export (members)
Reg. AUM
$807.2M
Employees
6
Accounts
88
Location
Zurich

Proventus AG Vermogensverwaltung assets under management

Proventus AG Vermogensverwaltung operates as an SEC-registered investment adviser based in Zurich. The firm has been registered since 2013. It reports $807.2 million in regulatory assets under management and employs 6 people.

Proventus AG Vermogensverwaltung owners & executives

2 reported
NameTitleOwnershipSince
Bence Pal Andras ControlPartner And Member Of The Board Of DirectorsUnder 5%1998
Markus Werner Widmer ControlPartner, Cco And Member Of The Board Of DirectorsOver 75%1998

Frequently asked questions

How much does Proventus AG Vermogensverwaltung manage?

Proventus AG Vermogensverwaltung reports $807.2 million in regulatory assets under management on its Form ADV.

How many employees does Proventus AG Vermogensverwaltung have?

Proventus AG Vermogensverwaltung reports 6 employees.

Where is Proventus AG Vermogensverwaltung located?

Proventus AG Vermogensverwaltung is based in Zurich and has been SEC-registered since 2013.

Does Proventus AG Vermogensverwaltung disclose fund performance?

Proventus AG Vermogensverwaltung is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressFeldeggstrasse 12, Zurich 8034
Phone+41 44 217 83 83
Office hours09.00 - 17.00
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$807.2M▲ 25%
Feb '25 — $644.3MMar '25 — $644.3MApr '25 — $644.3MMay '25 — $644.3MJun '25 — $644.3MJul '25 — $644.3MAug '25 — $644.3MSep '25 — $644.3MOct '25 — $644.3MNov '25 — $644.3MDec '25 — $644.3MJan '26 — $644.3MFeb '26 — $807.2MMar '26 — $807.2MApr '26 — $807.2MMay '26 — $807.2MJun '26 — $807.2M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$807.2Mregulatory AUM
Discretionary $807.2M