PROVENANCE MANAGEMENT CO., LP

8383 Wilshire Blvd.
Suite 629
Beverly Hills, California 90211
Tel: 310-388-8761

About PROVENANCE MANAGEMENT CO., LP

PROVENANCE MANAGEMENT CO, LP, formally registered with the SEC as PROVENANCE MANAGEMENT CO, LP. The firm was established in 08/01/2023. They have over 1 offices throughout the country.

PROVENANCE MANAGEMENT CO., LP is a Beverly Hills, California based Financial Planning firm with nearly $350,324,702 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307347
SEC#	801-128477
Assets Managed by Firm	$350,324,702
No. of Clients	7
No. of Advisors	6

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$350,324,702

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