RENAISSANCE TECHNOLOGIES LLC

RIASEC RegisteredEst. 1998
Total AUM
$96.4B
Discretionary
$96.4B
100% of AUM
Avg account
$6.9B
Accounts
14
Employees
310
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
106661
Registered since
January 12, 1998
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Renaissance Technologies LLC is a privately structured hedge fund organized as a limited liability company and SEC-registered adviser since 1998. The firm serves primarily institutional clients and operates as an active manager of pooled investment vehicles, functioning in capacities that include commodity pool operator/commodity trading advisor (CPO/CTA). Its fee model combines a percentage-of-assets arrangement with performance-based fees. Renaissance reports that it is not positioned as an ESG investor and is not a multi-state or newly formed adviser. The firm's business footprint extends beyond portfolio management for its own funds: filings list affiliations consistent with operating or sponsoring pooled vehicles, and connections to broker-dealer and other investment-adviser activities. Ownership is recorded as a mix of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • DAVID LIPPE

    Co-CEO, DirectorCRD 7219565

  • TIFFANY MICHEL

    Chief Compliance OfficerCRD 2302220

  • ANNE SMALL

    Chief Legal Officer and General CounselCRD 2777858

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Contacts

3 of 7
  • NATHANIEL SIMONS

    Co-FounderCRD 2839036

  • HENRY LAUFER

    DirectorCRD 1942380

  • PETER BROWN

    Chairman of the BoardCRD 1478557

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 343

Active vs passive

$2.4B in ETFs

Passive

92%

$2.3B

Active

6%

$191M

ETFProviderStyleCategoryValueShares% of portfolio
VANECK SEMICONDUCTOR ETF (SMH)VanEckPassiveTechnology$142M369,4875.78%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
800 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth