Key facts
- PROVIDENT TRUST COMPANY is a other based in WAUKESHA, WI.
- PROVIDENT TRUST COMPANY reports $27.1M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 110118- Regulatory AUM
- $27.1M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- WAUKESHA, WI
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for PROVIDENT TRUST COMPANY are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PROVIDENT TRUST COMPANY's AUM?
- PROVIDENT TRUST COMPANY manages approximately $27.1M in assets.