Provenio Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,242,655,002
Clients
94
Advisors
4
across 2 offices
About
Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses and insurance companies on wealth management, financial planning, and portfolio construction with a pronounced focus on alternative investments. The firm also provides entity-aware structuring and insurance planning and serves as manager or sub-adviser to pooled investment vehicles used in insurance-dedicated structures and separately managed accounts.
The firm’s process is client‑centric and documented in a formal Investment Policy Statement, with portfolio construction driven by a curated, diligence‑led selection of third‑party managers across private equity, private credit, venture, hedge funds, real estate and real assets. Although Provenio offers discretionary solutions for IDFs and SMAs, the majority of its reported assets are managed on a non‑discretionary basis, and the firm facilitates co-investments through special purpose vehicles when appropriate.
Provenio’s regulatory disclosures highlight several features that distinguish it from many peers: it manages over $1.6 billion with a small advisory team (resulting in high AUM per advisor), routinely serves insurance company clients and insurance‑dedicated funds, and participates in performance‑based fee arrangements for certain private and co‑investment opportunities. The brochure also discloses affiliated insurance activities, ownership interests in some fund general partners, and the use of third‑party generative AI tools to support research and operations, all of which are material governance and conflict considerations for prospective clients.
Client services
Expertise
Fee options
Flat fees for other planning services between $5,000 and $50,000
0.25% to 1.00% annually (negotiable based on account size, asset class, portfolio complexity, and scope of services)
Performance fees generally range from 5% (no hurdle) to 20% (with hurdle), charged on capital gains for co-investments and private investments to qualified clients
Account minimum: $1,400,000 Fee-only: Flat fees for other planning services ranging from $5,000 to $50,000 depending on scope
Main office
See office4400 Macarthur Blvd., Suite 300
Newport Beach CA 92660
Advisors at this office
3
Offices (2)
Most active in
California · Florida
Also doing business as
Provenio Capital · Provenio Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin D
Series 63, Series 65, Series 66
Newport Beach, CA
Provenio Capital
Benjamin Durrant is a financial advisor at Provenio Capital with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill from 2005 to 2007. Since 2016, he has been with Provenio Capital Management Inc. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, focusing on alternative investments. The firm emphasizes a client-centric process guided by formal Investment Policy Statements and manages over $1.6 billion with a small team, serving a range of specialized clients including insurance companies and insurance-dedicated funds.
Christopher K
Series 63, Series 65
Palm Beach, FL
Provenio Capital
Christopher Kelly Jr. is a financial advisor at Provenio Capital with Series 63 and Series 65 licenses. He has worked in the financial industry since 2015, including roles at Premia Solutions Inc., Premia Holdings Inc., and Tilden Park Capital before joining Provenio Capital Management in 2025. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on alternative investments and providing wealth management, financial planning, and portfolio construction. The firm emphasizes a documented, client-centric process and a diligence-led selection of third-party managers across various private market asset classes.
Kevin M
Series 63, Series 65
Newport Beach, CA
Provenio Capital
Kevin Murphy is a financial advisor at Provenio Capital with 29 years of industry experience. He has been with Provenio Capital Management since 2016 and previously operated Kevin Murphy Financial Services. His credentials include Series 63 and Series 65 registrations. Provenio Capital serves high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies, focusing on wealth management, financial planning, and portfolio construction that emphasize alternative investments. The firm employs a documented, client-centric investment process and manages over $1.6 billion with a small advisory team, specializing in insurance-dedicated structures and co-investment opportunities.
Jeremy C
Series 66
Newport Beach, CA
Provenio Capital
Jeremy Chused is a financial advisor at Provenio Capital with 18 years of industry experience. He holds a Series 66 designation and has been with Provenio Capital Management Inc. since 2016. Provenio Capital advises high-net-worth individuals, trusts, foundations, family offices, businesses, and insurance companies on wealth management, financial planning, and portfolio construction, with a strong focus on alternative investments. The firm combines a client-centric investment process with diligence-led manager selection across various asset classes and manages over $1.6 billion with a small advisory team.
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