AdvisorCensus / Financial advisors / Connecticut / Bridgeport / Renwave Kore, LLC
Renwave Kore, LLC is an SEC-registered investment advisory firm in Greenwich, CT, registered since 2025, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 15, 2026.
Quick answers
From the filingHow is Renwave Kore, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Renwave Kore, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Renwave Kore, LLC located?
Renwave Kore, LLC's principal office is in Greenwich, CT, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Renwave Kore, LLC registered with the SEC or a state?
Renwave Kore, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 331016.
How much does Renwave Kore, LLC manage?
Renwave Kore, LLC reports $1,677,622,672 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (93% discretionary).
How have Renwave Kore, LLC's assets and staff changed since 2024?
In the Form ADV data for Renwave Kore, LLC: Regulatory assets under management: $1,224,103,021 in the October 2025 data and $1,677,622,672 in the October 2026 data, up 37%. Total employees: 12 in October 2025 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Renwave Kore, LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).
Does Renwave Kore, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331016
What changed in Renwave Kore, LLC's recent Form ADV filings?
In the July 2026 filing data: Changed its office addresses in Houston, TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$1,677,622,672 as of October 2026, filing dated June 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 14. Performing investment advisory functions: 11.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the July 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,677,622,672 | 14 | June 15, 2026 |
| October 2025 | $1,224,103,021 | 12 | June 30, 2025 |
| October 2024 | Not reported | Not reported | May 29, 2024 |
Regulatory assets under management: $1,224,103,021 in the October 2025 data and $1,677,622,672 in the October 2026 data, up 37%.
Total employees: 12 in October 2025 and 14 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- July 2026
- Changed its office addresses in Houston, TX.
- April 2026
- Regulatory assets under management went from $1,224,103,021 to $1,677,622,672 (+37%).
- Employees performing advisory functions went from 10 to 11.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Renwave Kore, LLC (CRD 331016): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/renwave-kore-llc-greenwich-ct-331016