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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2022
- Office Locations
- 2
Office Locations
About Provenio Capital
Provenio Capital is a boutique wealth management and advisory firm specializing in alternative investments for entrepreneurs, family offices, and ultra-high-net-worth families. The team pairs comprehensive financial planning with tax-efficient, goal-driven portfolio construction, disciplined risk management, and rigorous manager due diligence. Provenio also acts as a “quarterback,” coordinating with clients’ existing tax, legal, and advisory partners, and provides a client portal via Addepar.
Team overview
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Accredited Investors
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Client Personas
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Owner & Executives
JEREMY DAVID CHUSED
Vice President
- CRD
- #5066638
- Ownership
- Less than 5%
BENJAMIN PAUL WYNN DURRANT
Chief Investment Officer, Co-founder
- CRD
- #4250387
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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CHRISTOPHER GERARD KELLY JR
Senior Vice President & Head of Investment Strategy
- CRD
- #1191698
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,303,428 | $14,370,790 |
| Non-Discretionary | $1,389,526,809 | $12,082,842 |
| Total | $1,633,830,237 | $12,377,502 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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