RENAISSANCE INVESTMENT GROUP, LLC
Firm details
- Headquarters
- LENOX, Massachusetts
- CRD number
- 153679
- Registered since
- April 26, 2010
- Website
- rigllc.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.46%
- Individuals14.04%
- Charitable Organizations6.01%
- Banking / Thrift Institutions3.69%
- Pension & Profit Sharing Plans0.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Renaissance Investment Group, LLC is an SEC-registered adviser that structures client portfolios primarily around equities while incorporating ESG considerations into the investment process. The firm serves both individual and family clients as well as institutional and business accounts, delivering portfolio management and financial planning services. Compensation is fee-based, calculated as a percentage of assets under management. Investment activity tilts toward exchange-traded equities and concentrated public positions: the firm’s filings show a compact set of reportable holdings with a few large positions (Alphabet Inc. is the largest). Renaissance also leverages external managers and sponsors pooled vehicles, and it maintains industry relationships across broker-dealers, banks, trust companies and accounting partners to support custody, execution and product access.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds16%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
3 of 3PAULA HILCHEY
Chief Compliance OfficerCRD 6297609
TREVOR FORBES
President and Chief Investment OfficerCRD 5994373
Christopher Silipigno
CEOCRD 6931956
Contacts
3 of 4Jeremy Lundquist
Junior Portfolio ManagerCRD 7876522
THOMAS MALINOWSKI
Financial Advisor and Managing DirectorCRD 1488636
LORI KILLEEN
Client Relations ExecutiveCRD 6772993
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3.5M in ETFs
100%
$3.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.4M | 3,672 | 68.94% |
Location
LENOX, MA
BERKSHIRE
Location
LENOX, MA
Headquartered in LENOX, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- BERKSHIRE
- Address
- 45 Walker St
- Time zone
- ET (UTC-5)
- Office locations
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