Provident Investment Counsel, LLC (Pasadena)

Name: Provident Investment Counsel, LLC
Address: 300 North Lake Ave, Pasadena, CA, 91101 5677
Telephone: 626-449-8500

Provident Investment Counsel, LLC is an adviser based in Pasadena. It manages $521.23 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 46 other states.

Provident Investment Counsel provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Provident Investment Counsel: assets under management

The assets under management (AUM) of Provident Investment Counsel, LLC is $521.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $521.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.66 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Provident Investment Counsel, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Provident Investment Counsel, LLC

Thomas Moynihan Turpin has been acting as President since 1 Mar 2007. Erin Chetwood joined the executive team most recently as the Svp, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Todd Warnick	Managing director & chief financial officer	1 Feb 2004	Other	2812904
Aaron Webster Lee Eubanks	Managing director, chief operating officer & chief compliance officer	1 Jul 2004	Other	2812901
Andrew Pearl	Managing director & chairman of the board	1 Jul 2005	Other	2557185
Jeffrey Douglas Anderson	Managing director	1 Feb 2006	Other	1007686
Susan Jo Perkins	Managing director	1 Feb 2006	Other	1017146
Thomas Moynihan Turpin	Director	1 Mar 2007	Other	1888979
Richard Samuel Campagna	Managing director	1 Jun 2007	Other	1995962
Steven Lloyd Spare	Managing director	1 Jun 2007	Other	2396178
Llc Old Mutual Intermediary(Provident)	Member of provident investment counsel, llc	1 Jun 2008	75% - 100%	26-2542768
Llc Old Mutual Intermediary(300 North Capital)	Member of 300 north capital, llc	1 Jun 2008	75% - 100%	26-2542768
Richard Samuel Campagna	Managing director, chairman of the board, ceo & cio	1 Sep 2008	Other	1995962
Stephen Williamson Clarke	Director	1 Oct 2008	Other	1904086
Linda Tilton Gibson	Director	1 Oct 2008	Other	1754883
James M Landreth	Managing director	1 Oct 2008	Other	5607775
Barry B Burch	Managing director	1 Oct 2008	Other	5607779
Erin Chetwood	Svp, chief compliance officer	1 Jan 2009	Other	5630960

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Old Mutual (Us) Holdings	Member	1 Sep 2000	75% - 100%	04-2714625
Om Group (Uk) Limited	Shareholder	1 Jan 2003	75% - 100%	foreign
Old Mutual Plc	Shareholder	1 Jan 2003	75% - 100%	foreign
Llc Old Mutual Asset Managers (Us)	Member	1 Jun 2008	75% - 100%	04-3576876

Based in Pasadena

The principal office where Provident Investment Counsel, LLC performs its advisory services is located at 300 North Lake Ave, Pasadena, CA 91101 5677, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 626-449-8500 or by fax 626-356-0533. The normal business hours are 7:00am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.provnet.com.