RENAISSANCE CAPITAL LLC

RIASEC RegisteredEst. 1994
Total AUM
$144M
Discretionary
$144M
100% of AUM
Avg account
$72.2M
Accounts
2
Employees
17
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
109945
Registered since
August 18, 1994
Fee structure
Percentage of AUM, Subscription Fees, Fixed Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Renaissance Capital LLC is an SEC-registered limited liability company that has been active since 1994. The firm is owned by an individual and serves an institutional client base, providing portfolio management services specifically for investment companies. Its fee schedule includes a percentage-of-AUM component alongside subscription and fixed fees, which aligns with involvement in pooled and fund-style vehicles. The firm does not identify as a capital allocator or active ESG investor and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • KAREN STRUBE

    Chief Compliance OfficerCRD 7710323

  • WILLIAM SMITH

    CEO, MemberCRD 2206024

Contacts

1 of 1
  • KATHLEEN SMITH

    ChairmanCRD 1214994

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
100 First Stamford Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth