Provenire Capital LLC

RIAState Registered
Total AUM
$75.3M
Discretionary
$75.3M
100% of AUM
Avg account
$10.8M
Accounts
7
Employees
2
Advisory reps
2

Firm details

Headquarters
Eden Prairie, Minnesota
CRD number
170390
Registered since
March 2, 2020
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI58.81%
  • Pooled Investment Vehicles41.19%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Provenire Capital LLC is a Minnesota-based limited liability company operating as a hedge fund and advisory firm. Ownership is held by an individual, and the firm serves both high-net-worth individuals and institutional clients. Its advisory mandate emphasizes portfolio management for individuals and small businesses as well as for pooled investment vehicles. The firm charges a mix of fees that can include a percentage of assets under management, fixed fees, and performance-based fees. Provenire does not identify itself as an active ESG investor in the available disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Public Funds/Mutual Funds 15%, Derivatives 5%80%
  • Exchange Traded Equities80%
  • Public Funds/Mutual Funds15%
  • Derivatives5%

Contacts

2 of 2
  • Gregory Konezny

    Gregory Konezny

    Managing PartnerCRD 2387230

  • Anthony Daffer

    Anthony Daffer

    Managing PartnerCRD 2683134

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Eden Prairie, MN

Hennepin

Location

Eden Prairie, MN

Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
9855 W 78th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth