Provenio Capital

Provenio Capital is a boutique wealth management and advisory firm specializing in alternative investments for high-net-worth individuals. Founded in 2016 and headquartered in Newport Beach, California, the firm manages over $1.6 billion in assets as of December 31, 2024. Provenio Capital offers a comprehensive suite of services, including customized portfolio construction, rigorous due diligence, and tax optimization strategies, aiming to deliver superior risk-adjusted returns with reduced volatility.

The firm's investment approach is characterized by a focus on capital preservation and the pursuit of uncorrelated strategies that generate targeted income streams. Provenio Capital leverages its extensive industry network to provide clients with access to exclusive investment opportunities across various sectors, including technology, healthcare, consumer goods, business services, and telecommunications. The firm primarily invests in growth, late-stage, and buyout opportunities within the United States.

Provenio Capital's team comprises seasoned professionals with decades of experience in financial planning and alternative investments. Their disciplined, fundamentally-based investment process is designed to identify and invest in companies that have the potential to become market leaders. By integrating comprehensive financial planning with alternative investment expertise, Provenio Capital aims to help clients navigate the complexities of wealth management and achieve their long-term financial objectives.