← Directory
RENAISSANCE INVESTMENT MANAGEMENT
Legal name: THE RENAISSANCE GROUP LLC
CRD 105916File 801-50177
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.91B
Top 25% of cohort (national)
Discretionary AUM
$2.91B
Clients
342
2,085 accounts
Employees
19
Top 10% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 26, 1995
- Principal office
- 50 E. RIVERCENTER BLVD., SUITE 1200, COVINGTON, KY, 41011
- Phone
- 513-723-4500
- Website
- HTTPS://WWW.RENINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.91B
- Discretionary AUM
- $2.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,085
- Non-discretionary accounts
- 0
- Total accounts
- 2,085
- AUM per client
- $8.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $109.6M |
| Investment companies | 2 | $165.0M |
| Charitable organizations | Fewer than 5 | $49.5M |
| High net worth individuals | 30 | $170.8M |
| Banking or thrift institutions | 111 | $42.2M |
| Pension and profit sharing plans | Fewer than 5 | $27.1M |
| State or municipal government entities | 7 | $80.4M |
| Individuals (other than high net worth individuals) | 184 | $94.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,983 | 342 | decreased by1,641 |
| Apr 1, 2026 | Employees | 21 | 19 | decreased by2 |
| Apr 1, 2026 | Clients | 1,549 | 1,983 | increased by434 |
| Apr 1, 2026 | AUM | $2,766,684,328 | $2,906,943,144 | increased by$140,258,816 |
| Apr 1, 2026 | Accounts | 1,652 | 2,085 | increased by433 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 21 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 883 | 1,549 | increased by666 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,557,705,746 | $2,766,684,328 | increased by$208,978,582 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 998 | 1,652 | increased by654 |
| Apr 1, 2022 | Employees | 19 | 20 | increased by1 |
| Apr 1, 2022 | Clients | 822 | 883 | increased by61 |
| Apr 1, 2022 | AUM | $2,398,709,610 | $2,557,705,746 | increased by$158,996,136 |
| Apr 1, 2022 | Accounts | 944 | 998 | increased by54 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “RENAISSANCE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RENAISSANCE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.