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| Happy Holidays!! thanks for using AUM13F!! |
| Rena Advisors LLC
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| CRD # | 164431 |
| SEC # | 801-77110 |
| CIK # | |
| AUM | $48.5 M (2025-02-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 347-308-7886 |
| Address | 1 Blue Hill Plaza Pearl River, NY 10965 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.3 |
| (b) Individuals (high net worth individuals) | 3 | 47.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 58 | 48.5 |
| By Discretionary | ||
| Discretionary | 28 | 25.6 |
| Non-Discretionary | 30 | 22.8 |
| Total | 58 | 48.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 47.2 | |
| United States Persons | 1.3 | |
| Total | 58 | 48.5 |
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|---|---|---|
|
BPM Wealth Advisors LLC
✚
|
CA | 0.0 |
|
Polaris Financial LLC
✚
|
0.0 | |
|
Byron Place Capital Management LLC
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NJ | 0.0 |
|
Helianth Investment Management LLC
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|
NY | 0.0 |
|
Harmony Wealth Partners LLC
✚
|
MA | 0.0 |
|
Family Dynasty Advisors LLC
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|
TX | 0.0 |
|
Wealthpro LLC
✚
|
0.0 | |
|
Westpark Capital Inc
✚
|
NY | 0.0 |
|
St James Investment Advisors LLC
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|
NY | 0.0 |
|
Aria Wealth Partners LLC
✚
|
VA | 0.0 |