RENAISSANCE INVESTMENT MANAGEMENT

Latest filing: Mar 20, 2024 (246 days ago)
View on IAPD
Adviser Website

AUM

$2,538,177,212
18% change vs. 1 year ago
6% change vs. 3 years ago
-18% change vs. 5 years ago
-36% change vs. 10 years ago

Employee Count

17
0% change vs. 1 year ago
-11% change vs. 3 years ago
-23% change vs. 5 years ago
-23% change vs. 10 years ago

Main Office

COVINGTON, KY
50 E. RIVERCENTER BLVD., COVINGTON, KY, UNITED STATES, 41011

Client AUM

Discretion AUM
Discretionary $2.5
Non-Discretionary $0.0
Total $2.5
Client AUM
Retail $0.3
Pooled $0.1
Institutional $2.1
Total $2.5
Retail Accounts AUM
Individual 328 $0.1
Average Individual AUM $338,976
HNW 41 $0.2
Average HNW AUM $3,867,068
Retail Total 369 $0.3
Average Retail AUM $730,986

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
MORGAN STANLEY DISTRIBUTION, INC. NEW YORK-NY-USA $1.5

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $2.4
Retail SMA AUM $0.3
Institutional SMA AUM $2.1
Asset Class % AUM
Equity Exch 98% $2.4
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 1% $0.0
Other Pools 0% $0.0
Cash 1% $0.0
Other 0% $0.0
Total 100% $2.4

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
AMG FUNDS LLC $21.2 153456

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

11 active

Name Title
RADOMSKI, PAUL, ANTHONY MANAGING PARTNER/EXECUTIVE COMMITTEE MEMBER/LLC MEMBER
SCHROER, MICHAEL, EDWARD MANAGING PARTNER/EXECUTIVE COMMITTEE MEMBER/CIO, SHAREHOLDER
MEINERS, MARY, CAROLINE PARTNER/LLC MEMBER
BRUENING, JOE, GERARD SENIOR PARTNER/LLC MEMBER
WARRIER, SUDHIR, SREEDHARA CHIEF COMPLIANCE OFFICER/COO/SENIOR PARTNER/LLC MEMBER
ENG, ANDY PARTNER/LLC MEMBER
STREITMARTER, MICHAEL, JON PARTNER

ADVDB.CO • SOURCE: SEC

Representatives

8 active representatives found

Name City State Exams Designations
PATRICK MARTINAK COVINGTON KY S65|2021-04-19 CHARTERED FINANCIAL ANALYST
ANDY ENG COVINGTON KY S63|1993-06-18 CHARTERED FINANCIAL ANALYST
PAUL RADOMSKI COVINGTON KY S65|1994-08-10 CHARTERED FINANCIAL ANALYST
MICHAEL STREITMARTER COVINGTON KY CHARTERED FINANCIAL ANALYST
CURTIS LUDWICK COVINGTON KY S63|1993-08-12 CHARTERED FINANCIAL ANALYST
BRAD ZOLTAK COVINGTON KY S66|2003-11-15 CHARTERED FINANCIAL ANALYST
JOE BRUENING COVINGTON KY CHARTERED FINANCIAL ANALYST
MICHAEL SCHROER COVINGTON KY S65|1993-08-12 CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-11-01 $2.5 $0.0 0% 17 0 0%
2024-04-02 $2.5 $0.0 0% 17 0 0%
2023-04-04 $2.2 $0.4 18% 17 0 0%
2022-04-01 $2.6 $0.0 -1% 20 -3 -15%
2021-04-05 $2.4 $0.1 6% 19 -2 -11%
2020-04-01 $2.5 $0.0 1% 22 -5 -23%
2019-04-01 $3.1 -$0.6 -18% 22 -5 -23%
2018-04-02 $5.5 -$2.9 -54% 21 -4 -19%
2017-04-01 $4.4 -$1.9 -43% 21 -4 -19%
2016-04-01 $4.2 -$1.7 -40% 22 -5 -23%
2015-04-01 $4.3 -$1.8 -41% 22 -5 -23%
2014-04-01 $4.0 -$1.4 -36% 22 -5 -23%
2013-04-01 $3.4 -$0.8 -25% 22 -5 -23%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
KY, AK-11/09/1995, AL-11/27/1997, AR-10/19/1995, AZ-08/29/1994, CA-11/06/1995, CO-06/27/2002, CT-06/30/1997, DC-11/09/1995, DE-04/17/2003, FL-11/03/1995, GA-04/03/1989, HI-11/09/1995, IA-12/08/1999, ID-10/23/1995, IL-11/09/1995, IN-02/13/2001, KS-11/09/1995, KY-02/05/1987, LA-10/16/2001, MA-11/01/1995, MD-10/25/1995, ME-11/06/1995, MI-03/11/1998, MN-10/16/1995, MO-12/21/1995, MS-09/29/1997, MT-01/01/1998, NC-01/02/2001, ND-06/27/2002, NE-06/07/1994, NH-11/20/1995, NJ-10/23/1995, NM-11/09/1995, NV-11/01/1995, NY-07/17/1987, OH-10/14/1999, OK-01/01/1998, OR-09/25/1987, PA-12/21/1995, PR-11/06/1995, RI-03/12/1993, SC-10/02/1987, SD-10/12/1995, TN-08/03/1987, TX-11/21/1995, UT-01/09/1995, VA-11/03/1995, VI-03/31/2008, VT-10/23/1995, WA-04/05/1989, WI-10/24/1995, WV-11/09/1995, WY-03/28/2018
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (RIC)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV