The PROVIDENT TRUST COMPANY is a privately held investment adviser that advises $6.86Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. PROVIDENT TRUST COMPANY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 45.72% over the last 5-years.
The Group has been registered with the SEC for 25.64 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at N16 W23217 STONE RIDGE DRIVE SUITE 310, WAUKESHA, WISCONSIN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 12 employees comprised of 2 investment and 10 non-investment staff. The total number of Employees decreased by 7.69% over the last 5-years.
Their $6.86Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 41 other accounts. Assets of High Net Worth Individuals clients own $5.81Bn or 84.69% of Total Assets and Charitable Organizations own $839.86mn or 12.25% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
PROVIDENT TRUST COMPANY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.