Newport Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Provenio Capital
Team
Firm-wide stats for Provenio Capital
Clients per advisor
24 Very LowAvg AUM per client
$13,219,734 Very HighHNW client ratio
100% Very HighAbout
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.
Based on Provenio Capital
Expertise
Based on Provenio Capital
Location
4400 Macarthur Blvd., Suite 300
Newport Beach CA 92660
Advisors at this office
3
Advisors at this office
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.
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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