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RENAISSANCE INVESTMENT MANAGEMENT
Legal name: THE RENAISSANCE GROUP LLC
CRD 105916File 801-50177
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1983 | 342 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.