The Renaissance Group LLC

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Assets, Funds, Holdings

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The Renaissance Group LLC
CRD #105916
SEC #801-50177
CIK #0000944234, 0001509508
AUM $2.5 BB (2024-03-20)
Employees 17 (41% Investors, 0% Brokers)
Phone513-723-4500
Address50 E Rivercenter Blvd
Covington, KY 41011
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
10.08.06.04.02.00.02001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AVGO 201.3 0.0
MSFT 1,918.2 0.0
AAPL 2,382.8 0.0
KLAC 49.3 0.0
GOOGL 1,475.1 0.0
ACGL 16.8 0.0
META 434.9 0.0
AMZN 1,093.0 0.0
LRCX 60.8 0.0
AMAT 82.7 0.0
View All
Holdings by Sector ($BB)
6.04.83.62.41.20.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 328 0.1
(b) Individuals (high net worth individuals) 41 0.2
(c) Banking or thrift institutions 54 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2 0.0
(h) Charitable organizations 5 0.0
(i) State or municipal government entities 10 0.1
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 0.1
(n) Other 743 1.8
Total 1,208 2.5
By Discretionary
Discretionary 1,208 2.5
Non-Discretionary 0 0.0
Total 1,208 2.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.5
Total 1,208 2.5
EDGAR Form CIK 2011 - 2024
13F-HR [0000944234]
13F-HR [0001509508]
Comparable Firms State AUM ($BB)
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ID 2.6
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2.5
Performance Wealth Partners LLC
IL 2.5
Valley Forge Investment Consultants Inc
PA 2.5
Asset Dedication LLC
CA 2.5
SYON Capital LLC
CA 2.5
Midland Wealth Advisors LLC
IL 2.5
Redswan PC Inc
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Transform Wealth LLC
CO 2.5
Kellogg Asset Management LLC
WI 2.5
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