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Proventus AG Vermgensverwaltung
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CRD # | 167142 |
SEC # | 801-77962 |
CIK # | |
AUM | $644.7 MM (2024-03-11) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 41442178383 |
Address | Feldeggstrasse 12 Zurich, Switzerland |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 32 | 15.2 |
(b) Individuals (high net worth individuals) | 49 | 482.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 11 | 146.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 92 | 644.7 |
By Discretionary | ||
Discretionary | 92 | 644.7 |
Non-Discretionary | 0 | 0.0 |
Total | 92 | 644.7 |
By Non-United States Persons | ||
Non-United States Persons | 552.9 | |
United States Persons | 91.8 | |
Total | 92 | 644.7 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
KUHN Advisors Inc
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|
NC | 0.7 |
Millennium Advisory Services Inc
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|
VA | 0.7 |
NorthStar Asset Management Inc
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|
MA | 0.7 |
JP King Advisors Inc
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|
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 |