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RENWAVE KORE, LLC

CRD 331016File 801-134066
APPROVED
Custody
Filing as of Jun 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.68B
Top 25% of cohort (national)
Discretionary AUM
$1.56B
Non-discretionary $120.7M
Clients
12
13 accounts
Employees
14
Above cohort median in CT

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
BRO
Registration date
Jul 30, 2025
Principal office
8 SOUND SHORE DRIVE, GREENWICH, CT, 06830
Phone
203-905-9236

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.68B
Discretionary AUM
$1.56B
Non-discretionary AUM
$120.7M
Discretionary accounts
12
Non-discretionary accounts
1
Total accounts
13
AUM per client
$139.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles12$1.68B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1214increased by2
Apr 1, 2026AUM$1,224,103,021$1,677,622,672increased by$453,519,651
Apr 1, 2026Accounts1213increased by1
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “RENWAVE KORE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RENWAVE KORE” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.