BEVERLY HILLS, CACRD 307347Latest ADV March 31, 2026
Provenance Management Co., LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 31, 2026, reports $454M in regulatory assets under management, 8 employees, 1 office, and 9 accounts.
Assets Under Management
$454M
Employees
8
Offices
1 office
Total Clients
9
Primary office
BEVERLY HILLS, CA
8383 WILSHIRE BLVD., SUITE 629, BEVERLY HILLS, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$454Mas of March 31, 2026
Discretionary99.1%
$450M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$454M
Total Accounts9
10Y AUM Change+$395M (+669.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee1:1
10Y Employee Change+2 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.