Provenio Capital

Provenio Capital Management Inc. is a privately owned investment adviser based in Newport Beach, California, established in 2016. The firm primarily focuses on providing investment supervisory services to clients seeking disciplined investment strategies in various markets. Services offered include separate accounts, separately managed accounts (SMA), insurance dedicated fund, and special purpose vehicles for higher-risk investments. Provenio Capital conducts comprehensive asset allocation assessments and offers consulting services tailored to individual client needs. The firm charges tiered advisory fees based on a percentage of assets under management, with a negotiable minimum annual fee. Clients can impose restrictions on their accounts, and Provenio Capital does not participate in wrap fee programs. The firm exercises investment discretion based on client agreements and type of security. Provenio Capital does not have physical custody of client funds or securities but recommends the use of a qualified custodian for client accounts. The firm conducts account reviews periodically and provides performance reports to clients. Provenio Capital has a Code of Ethics in place to ensure fair dealing and transparency, including policies on personal trading practices and conflicts of interest. The firm discloses financial information, including no bankruptcy history and sound financial condition. Provenio Capital does not vote client securities proxies but assists clients in participating in class action lawsuits if requested.