PROVENIRE CAPITAL LLC
Firm details
- Headquarters
- EDEN PRAIRIE, Minnesota
- CRD number
- 170390
- Registered since
- March 2, 2020
- Website
- provenirecapital.com
- 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
FINTRXOverview
Provenire Capital LLC is an SEC-registered investment adviser operating with a hedge-fund classification that deploys a mix of active equity positions and pooled alternative vehicles. The firm manages discretionary portfolios for a small base of individual, family and institutional clients and also runs pooled investment vehicles; its advisory services explicitly include portfolio management for individuals/small businesses and for pooled investment vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based components, which aligns with a manager that operates both separately managed accounts and fund structures. The firm shows a clear preference for equities as the primary liquid allocation, while maintaining deliberate exposure to private-market and third-party alternative strategies. It is not an active ESG investor and is registered as a single-state adviser. The last public 13F snapshot available is from Q3 2021 and highlights concentrated equity stakes, indicating that publicly reported positions provide a useful but dated window into their liquid equity activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds15%
- Derivatives5%
Contacts
2 of 2GREGORY KONEZNY
Managing PartnerCRD 2387230
ANTHONY DAFFER
Managing PartnerCRD 2683134
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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