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| Keyboard |
| Proventus AG Vermogensverwaltung
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|---|---|
| CRD # | 167142 |
| SEC # | 801-77962 |
| CIK # | |
| AUM | 807.2 M (2026-02-26) |
| 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 | 23.4 |
| (b) Individuals (high net worth individuals) | 48 | 601.6 |
| (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 | 182.2 |
| (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 | 88 | 807.2 |
| By Discretionary | ||
| Discretionary | 88 | 807.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 88 | 807.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 766.8 | |
| United States Persons | 40.4 | |
| Total | 88 | 807.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Retail, Research |
| LEI | 549300F4XZLZAWJI1H93 |
| Comparable Firms | State | AUM |
|---|---|---|
|
JP King Advisors Inc
✚
|
CA | 889.7 M |
|
KUHN Advisors Inc
✚
|
NC | 800.8 M |
|
Wilsey Asset Management Incorporated
✚
|
CA | 768.5 M |
|
Total Clarity Wealth Management Inc
✚
|
IL | 755.4 M |
|
High Falls Advisors Inc
✚
|
NY | 694.7 M |
|
Compass Wealth Management LLC
✚
|
GA | 682.5 M |
|
von Borstel & Associates Inc
✚
|
OR | 680.2 M |
|
Matthew Goff Investment Advisor LLC
✚
|
TX | 674.4 M |
|
West Financial Advisors LLC
✚
|
IA | 674.2 M |
|
Koesten Hirschmann & Crabtree Inc
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|
KS | 668.3 M |