Rena Advisors Llc
- Regulatory AUM
- $54.5M
- Discretionary
- $30.2M
- Clients
- 7
- Avg AUM / client
- $7.8M
- Accounts
- 61
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $3.4M | 6.21% |
| High net worth individuals | 3 | $51.1M | 93.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Patrick Carmona | Member/Chief Compliance Officer | May 2012 (14y) | 75% or more | |
| Carmona, Susana, Cristina | Owner | Sep 2014 (12y) | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $39.0M (72% of AUM) Feb 2026
- Lgt Bank (Singapore) Ltd. $7.9M (14% of AUM) Feb 2021
- Pershing $7.6M (14% of AUM) Feb 2026
- Bank Julius Baer & Co. Ltd. $7.5M (16% of AUM) Mar 2023
- Sarasin & Partners Llp $4.2M (8% of AUM) Feb 2026
- Charles Schwab & Co. $2.8M (5% of AUM) Feb 2026
- Fidelity Brokerage Services $217K (0% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗