# Provenance Management Co., LP

> Provenance Management Co., LP is an SEC-registered investment advisory firm in Beverly Hills, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 307347
- Filed as: PROVENANCE MANAGEMENT CO., LP
- Also doing business as: PROVENANCE, PROVENANCE DIGITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Beverly Hills, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307347
- AdvisorCensus page: https://advisorcensus.com/firm/provenance-management-co-lp-beverly-hills-ca-307347

## Quick answers

**How is Provenance Management Co., LP compensated?**
On its Form ADV (Item 5.E, October 2026), Provenance Management Co., LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Provenance Management Co., LP located?**
Provenance Management Co., LP's principal office is in Beverly Hills, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Provenance Management Co., LP registered with the SEC or a state?**
Provenance Management Co., LP is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 307347.

**How much does Provenance Management Co., LP manage?**
Provenance Management Co., LP reports $454,079,101 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (99% discretionary).

**How have Provenance Management Co., LP's assets and staff changed since 2023?**
In the Form ADV data for Provenance Management Co., LP: Regulatory assets under management: $333,857,378 in the October 2023 data and $454,079,101 in the October 2026 data, up 36%. Total employees: 5 in October 2023 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Provenance Management Co., LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does Provenance Management Co., LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307347

**What changed in Provenance Management Co., LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $392,243,905 to $454,079,101 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $454,079,101
- Discretionary: $450,129,101
- Non-discretionary: $3,950,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $454,079,101 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- provenance.digital
- provenanceconsumer.com
- LinkedIn @PROVENANCE-DIGITAL

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $333,857,378 | 5 | June 30, 2023 |
| October 2024 | $350,324,702 | 6 | May 8, 2024 |
| October 2025 | $392,243,905 | 7 | May 21, 2025 |
| October 2026 | $454,079,101 | 8 | March 31, 2026 |

Regulatory assets under management: $333,857,378 in the October 2023 data and $454,079,101 in the October 2026 data, up 36%.
Total employees: 5 in October 2023 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $392,243,905 to $454,079,101 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Provenance Management Co., LP (CRD 307347): Form ADV filing data as of October 2026.