Family Office
Provenio Capital
Provenio Capital is a boutique advisory firm specializing in alternative investments and strategic wealth management with $1.6 billion in assets under advisement. They focus on comprehensive financial planning, tax-efficient portfolio construction, and goals-driven investment strategies across multiple asset classes in…
Assets Under Management
$50M-$250M
Headquarters
Newport Beach, California
Website
www.proveniocapital.comAsset classes & sectors
Alternative InvestmentsCommoditiesEnergyHealthcareHedge FundsPrivate CreditPrivate EquityPrivate PlacementReal EstateTechnologyVenture Capital
Decision-makers
info@proveniocapital.com
Benjamin Paul Wynn Durrant
TRUSTEE
Jeremy David Chused
SENIOR VICE PRESIDENT OF INVESTMENT OPERATIONS
Reshma B Patel
VICE PRESIDENT OF OPERATIONS AND CHIEF COMPLIANCE OFFICER
Darren Robert Chappell
SENIOR VICE PRESIDENT OF INVESTMENTS AND CHIEF OPERATING OFFICER
Jennifer Dawn Gross
TRUSTEE
Tracy Schriber Murphy
TRUSTEE
Kevin Michael Murphy
TRUSTEE
Nolan Palmer
Associate, Investment Research & Investment Committee Member
Jolene Zhou
Analyst, Investment Operations
Kyle Tamaru
Analyst, Investment Research
Jeremy Chused
Senior Vice President, Investment Operations
Members only
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