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PROVENTUS AG
PROVENTUS AG VERMÖGENSVERWALTUNG
CRD 167142 · SEC 801-77962
FELDEGGSTRASSE 12, ZURICH, TX, 8034, Switzerland
Phone
+41 44 217 83 83
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$807.2M
Discretionary AUM
$807.2M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $23.4M |
| High net worth individuals | 48 | $601.6M |
| Charitable organizations | 10 | $182.2M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD