Renovus Associates, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$151M
Accounts
17
Employees
45
Advisory reps
3

Firm details

Headquarters
Wayne, Pennsylvania
CRD number
314528
Registered since
June 21, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Renovus Associates, LLC is an SEC-registered investment adviser formed as a limited liability company and registered in 2021. The firm operates as a private equity fund sponsor and serves an institutional client base. Its advisory mandate centers on managing pooled investment vehicles, where Renovus typically acts as sponsor, general partner and managing member. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Jean Tucker

    Jean Tucker

    Chief Compliance OfficerCRD 7720411

  • Daniel Maine

    Daniel Maine

    Chief Financial OfficerCRD 5959632

Contacts

1 of 1
  • Atif Gilani

    Atif Gilani

    Founding PartnerCRD 3092967

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wayne, PA

Delaware

Location

Wayne, PA

Headquartered in Wayne, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
460 E Swedesford Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

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