RENAISSANCE INVESTMENT MANAGEMENT
Firm details
- Headquarters
- COVINGTON, Kentucky
- CRD number
- 105916
- Registered since
- September 26, 1995
- Website
- www.reninv.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- Other74.59%
- HNWI5.88%
- Investment Companies5.68%
- Corporations / Businesses3.77%
- Individuals3.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Renaissance Investment Management is a limited liability company that has been SEC-registered since 1995. The firm provides discretionary portfolio management across a mix of individual, family and institutional clients and charges fees as a percentage of assets under management. Its advisory scope includes separately managed accounts and portfolio management for investment companies and businesses or institutions. The firm is not positioned as an ESG investor. Regulatory and industry roles reported include broker-dealer affiliations, acting as an adviser, involvement as a CPO/CTA, and functioning as a sponsor, general partner or managing member of pooled investment vehicles, which suggests the firm can both allocate to and sponsor private structures.
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 Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1MICHAEL SCHROER
Managing Partner and Chief Investment OfficerCRD 1777544
Contacts
3 of 9PAUL RADOMSKI
Managing PartnerCRD 2531808
BRAD ZOLTAK
Senior Research AnalystCRD 4634599
CURTIS LUDWICK
Portfolio ManagerCRD 2158344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$218K in ETFs
100%
$218K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND (VSS) | Vanguard | Passive | Foreign Small/Mid Blend | $218K | 1,494 | 100.00% |
Location
COVINGTON, KY
KENTON
Location
COVINGTON, KY
Headquartered in COVINGTON, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- South
- County
- KENTON
- Address
- 50 E Rivercenter Blvd
- Time zone
- CT (UTC-6)
- Office locations
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