Provident Investment Counsel, LLC (Pasadena)


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.