Renova Us Management, LLC (New York)


Renova Us Management, LLC is a large advisory firm based in New York. It manages $430.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012.

Renova Us Management provides 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.

Renova Us Management: assets under management

The assets under management (AUM) of Renova Us Management, LLC is $430.5 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $2 million in discretionary accounts and $428.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $214.25 million.
Renova Us Management has custody of $430.5 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Renova Us Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Andrew Lewis Intrater Member 1 Jan 2008 50% - 75% 5897591

Based in New York

The principal office where Renova Us Management, LLC performs its advisory services is located at 900 Third Avenue, New York, NY 10022 4728, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-418-9600 or by fax 212-308-6623. The normal business hours are 9:00am-6:00pm on Monday - Friday. You can find more information about the New York firm at www.columbusnova.com.