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Korenvaes Management LLC (Dallas)


Korenvaes Management LLC is a large advisory firm based in Dallas. It manages $109.7 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

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Korenvaes Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Korenvaes Management: assets under management

The assets under management (AUM) of Korenvaes Management LLC is $109.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 321% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $109.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.94 million each.
Korenvaes Management has custody of $109.7 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Korenvaes Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Harlan Bruce Korenvaes Sole member 1 Aug 2003 75% - 100% 1104110
Korenvaes Llc Sole member 1 Dec 2005 75% - 100% 20-1419253

Based in Dallas

The principal office where Korenvaes Management LLC performs its advisory services is located at 3953 Maple Avenue, Dallas, TX 75219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-871-8600 or by fax 214-871-8609. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.korenvaes.com.


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