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Renewable Resources LLC (Boston)


Renewable Resources LLC is a large advisory firm based in Boston. It manages $1.77 billion of regulatory assets for 367 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Massachusetts.




Renewable Resources provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Renewable Resources: assets under management

The assets under management (AUM) of Renewable Resources LLC is $1.77 billion. The firm's AUM has grown by 1373% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.48 billion in discretionary accounts and $282.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.07 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $94.18 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Renewable Resources LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Renewable Resources LLC performs its advisory services is located at 50 Rowes Wharf, Boston, MA 02110 3327, which is also the mailing address of the firm. An additional office of the firm is in Amherst, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-330-7500 or by fax 617-261-1527. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.


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