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Anthony Daffer

8 Years of Experience
Eden Prairie, MN

Anthony Daffer is a registered investment advisor at Provenire Capital LLC, based in Eden Prairie, MN, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
11 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$65.5M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Provenire Capital manages investments for pooled investment vehicles and separately managed accounts. The annual management fee for pooled investment vehicles ranges from 0.75% to 2.0% of the value of the assets managed. The annual management fee for separately managed accounts ranges from 0.50% to 2.0% of the value of the assets managed. Fees are negotiable and vary based on a number of factors.

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Location

9855 West 78th Street, Suite 300, Eden Prairie, MN, 55344

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony serves on the Board of Directors for Sestra Systems, attending meetings four times per year. There is no current conflict of interest as Sestra Systems is not publicly traded.

Employment History
Current Registrations
Provenire Capital LLC
September 2017 - Present · 8 yrs 8 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Anthony Daffer - Financial Advisor | TrueAdvisor