RENOVO CAPITAL, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$126M
Accounts
8
Employees
14
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
164144
Registered since
July 8, 2015
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Renovo Capital, LLC is a private equity manager organized as an LLC and registered with the SEC in 2015. The firm serves institutional investors and operates primarily through pooled investment vehicles, acting as sponsor, general partner and managing member of those funds. Its compensation arrangements include performance-based fees (alongside other fee types), and it is not positioned as a capital allocator to third-party managers. Renovo does not identify as an active ESG investor. Ownership is held by a combination of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • WARREN FARRELL

    PartnerCRD 5141500

  • DONALD JUNGERMAN

    Managing PartnerCRD 6070438

  • DAVID HULL

    Managing Partner, MemberCRD 6437369

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
14241 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth