Investment adviser · CRD 164431
WESTMORE ASSET MANAGEMENT
Investment adviser filing (IA)
RENA ADVISORS LLC
PEARL RIVER, NY, United States · Form ADV filed Feb 18, 2026
- Regulatory AUM
- $54.5M Form ADV · Item 5.F
- Client accounts
- 61 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $51,099,297 | 93.8% |
| Individuals | Fewer than 5 | $3,382,990 | 6.2% |
Filing source
Form ADV 2055383 · Feb 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 18, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1 BLUE HILL PLAZA, LOBBY LEVEL, SUITE 1509PEARL RIVER, NY, 10965, United States
CRD 164431
Filing source
Form ADV 2055383 · Feb 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.