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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Proventus AG Vermgensverwaltung
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|---|---|
| CRD # | 167142 |
| SEC # | 801-77962 |
| CIK # | |
| AUM | $644.3 M (2025-02-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 41442178383 |
| Address | Feldeggstrasse 12 Zurich, Switzerland |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 13.8 |
| (b) Individuals (high net worth individuals) | 50 | 483.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 147.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 644.3 |
| By Discretionary | ||
| Discretionary | 90 | 644.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 644.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 612.1 | |
| United States Persons | 32.2 | |
| Total | 90 | 644.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
NorthStar Asset Management Inc
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|
MA | 0.7 |
|
Millennium Advisory Services Inc
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|
VA | 0.7 |
|
Koesten Hirschmann & Crabtree Inc
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|
KS | 0.7 |
|
Ironwood Wealth Management LLC
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|
AZ | 0.7 |
|
Wilsey Asset Management Incorporated
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|
CA | 0.7 |
|
West Financial Advisors LLC
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|
IA | 0.6 |
|
Total Clarity Wealth Management Inc
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|
IL | 0.6 |
|
High Falls Advisors Inc
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|
NY | 0.6 |
|
von Borstel & Associates Inc
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|
OR | 0.6 |
|
Matthew Goff Investment Advisor LLC
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|
TX | 0.6 |