Proventus AG Vermgensverwaltung

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Assets, Funds, Holdings

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Proventus AG Vermgensverwaltung
CRD #167142
SEC #801-77962
CIK #
AUM $644.7 MM (2024-03-11)
Employees 6 (50% Investors, 0% Brokers)
Phone41442178383
AddressFeldeggstrasse 12
Zurich, Switzerland
Source [IAPD] [Website]
Total AUM ($MM)
80064048032016002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 32 15.2
(b) Individuals (high net worth individuals) 49 482.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 11 146.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 92 644.7
By Discretionary
Discretionary 92 644.7
Non-Discretionary 0 0.0
Total 92 644.7
By Non-United States Persons
Non-United States Persons 552.9
United States Persons 91.8
Total 92 644.7
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NorthStar Asset Management Inc
MA 0.7
JP King Advisors Inc
CA 0.7
VISE Ai Advisors LLC
NY 0.6
Ironwood Wealth Management LLC
AZ 0.6
Marketriders Inc
MO 0.6
Koesten Hirschmann & Crabtree Inc
KS 0.5
High Falls Advisors Inc
NY 0.5
Source Financial Advisors LLC
NY 0.5
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