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RENOVO CAPITAL, LLC

DALLAS, TX · CRD 164144 · IAPD ↗ · renovocapital.com · 214-699-4960

$1.01BRegulatory AUM
14Advisory reps
14Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — RENOVO CAPITAL, LLC crossed $1B in regulatory AUM ($738.1M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2024 — RENOVO CAPITAL, LLC reported RAUM up 26% ($585.8M -> $738.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.