RIA Intelligence

RENA ADVISORS LLC

Legal name: WESTMORE ASSET MANAGEMENT

CRD #164431 SEC #801-77110 PEARL RIVER, NY 347-308-7886
SEC Registered
Total AUM
$48.5M
Discretionary
$25.6M
Employees
1
Clients
--
Accounts
58

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 18, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAMPBELL, RICHARD, LEEIMANAGING MEMBERNA Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERNA Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERNA Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERNA Control
CARMONA, CHARLES, PATRICKICHIEF COMPLIANCE OFFICERNA Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERE Control
STBM HOLDINGS, LLCDEOWNERE Control
STBM HOLDINGS, LLCDEOWNERE Control
STBM HOLDINGS, LLCDEOWNERE Control
STBM HOLDINGS, LLCDEOWNERE Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERD Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERD Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERD Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERD Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERD Control
CAMPBELL, RICHARD, LEEIMANAGING MEMBERD Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERD Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERD Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERD Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERD Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERD Control
CARMONA, CHARLES, PATRICKIMEMBER/CHIEF COMPLIANCE OFFICERD Control
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA
CARMONA, SUSANA, CRISTINAIOWNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CAMPBELL, RICHARD, LEEISTBM HOLDINGS, LLCD Control
CAMPBELL, RICHARD, LEEISTBM HOLDINGS, LLCD Control
CAMPBELL, RICHARD, LEEISTBM HOLDINGS, LLCD Control
CAMPBELL, RICHARD, LEEISTBM HOLDINGS, LLCD Control
CARMONA, CHARLES, PATRICKISTBM HOLDINGS, LLCD Control
CARMONA, CHARLES, PATRICKISTBM HOLDINGS, LLCD Control
CARMONA, CHARLES, PATRICKISTBM HOLDINGS, LLCD Control
CARMONA, CHARLES, PATRICKISTBM HOLDINGS, LLCD Control

Registrations

Federal

IA
Feb 18, 2025 REGISTERED

Notice Filings (2)

NJ NY

Address

1 BLUE HILL PLAZA
LOBBY LEVEL, SUITE 1509
PEARL RIVER, NY 10965
United States
Phone: 347-308-7886