|
⚲
|
| Keyboard |
| The Renaissance Group LLC
✚
|
|
|---|---|
| CRD # | 105916 |
| SEC # | 801-50177 |
| CIK # | 0000944234, 0001509508 |
| AUM | 2,906.9 M (2026-04-16) |
| Employees | 19 (37% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-723-4500 |
| Address | 50 E Rivercenter Blvd Covington, KY 41011 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000944234 0001509508 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Broadcom Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| CrowdStrike Holdings Inc | 0.0 | |
| GE Vernova Inc | 0.0 | |
| TJX Companies Inc /DE/ | 0.0 | |
| United Rentals Inc /DE | 0.0 | |
| Apple Inc | 0.0 | |
| Costco Wholesale Corp /NEW | 0.0 | |
| Nvidia Corp | 0.0 | |
| Microsoft Corp | 0.0 | |
| Carpenter Technology Corp | 0.0 | |
| Alcoa Inc | 0.0 | |
| CRH Public Ltd Co | 0.0 | |
| United Technologies Corp /DE/ | 0.0 | |
| Ingersoll-Rand PLC | 0.0 | |
| Home Depot Inc | 0.0 | |
| Thermo Fisher Scientific Inc | 0.0 | |
| Visa Inc | 0.0 | |
| Tyco Electronics Ltd | 0.0 | |
| Priceline Com Inc | 0.0 | |
| Intuitive Surgical Inc | 0.0 | |
| NXP Semiconductors NV | 0.0 | |
| Gallagher Arthur J & Co | 0.0 | |
| Xylem Inc | 0.0 | |
| FPL Group Inc | 0.0 | |
| Tetra Tech Inc | 0.0 | |
| Enterprise Products Partners L P | 0.0 | |
| Amphenol Corp /DE/ | 0.0 | |
| Church & Dwight Co Inc /DE/ | 0.0 | |
| SAIC Inc | 0.0 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 0.1 |
| (b) Individuals (high net worth individuals) | 30 | 0.2 |
| (c) Banking or thrift institutions | 111 | 0.0 |
| (d) Investment companies | 2 | 0.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 7 | 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 | 3 | 0.1 |
| (n) Other | 1,641 | 2.2 |
| Total | 2,085 | 2.9 |
| By Discretionary | ||
| Discretionary | 2,085 | 2.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,085 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 2,085 | 2.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000944234] | |
| 13F-HR | [0001509508] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.4B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
SJS Investment Consulting Inc
✚
|
OH | 2,937.1 M |
|
Asset Dedication LLC
✚
|
CA | 2,932.9 M |
|
Raub Brock Capital Management LP
✚
|
CA | 2,928.5 M |
|
Windsor Advisory Group LLC
✚
|
OH | 2,924.6 M |
|
Cambiar Investors LLC
✚
|
CO | 2,923.4 M |
|
Bedel Financial Consulting Inc
✚
|
IN | 2,919.8 M |
|
Farther Asset Management LLC
✚
|
CA | 2,905.3 M |
|
Smith Salley & Associates LLC
✚
|
NC | 2,893.5 M |
|
Hardy Reed LLC
✚
|
MS | 2,890.7 M |
|
LM Advisors LLC
✚
|
CA | 2,877.2 M |