A complete list of active advisors currently associated with Provenio Capital
Warmer can help you find a great advisor at Provenio Capital or one who fits your needs even better.
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.
To learn more about the advisors currently working at Provenio Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Provenio Capital's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 18
| |
Newport Beach, CA
| 12
| |
Palm Beach, FL
| 0
| |
Newport Beach, CA
| 29
|
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