THE RENAISSANCE GROUP LLC
Legal name: RENAISSANCE INVESTMENT MANAGEMENT
CRD #105916 SEC #801-50177 COVINGTON, KY 513-723-4500
SEC Registered
Total AUM
$2.8B
Discretionary
$2.8B
Employees
21
Clients
0
Accounts
1,652
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.8B | $2.8B | $0 | 21 | 16 |
| Mar 2024 | $2.5B | $2.5B | $0 | 17 | 16 |
| Mar 2023 | $2.2B | $2.2B | $0 | 17 | 16 |
| Oct 2022 | $2.6B | $2.6B | $0 | 18 | 16 |
| Mar 2022 | $2.6B | $2.6B | $0 | 20 | 16 |
| Aug 2021 | $2.4B | $2.4B | $0 | 19 | 17 |
| Mar 2021 | $2.4B | $2.4B | $0 | 19 | 17 |
| May 2020 | $2.5B | $2.5B | $0 | 22 | 18 |
| Apr 2020 | $2.5B | $2.5B | $0 | 22 | 18 |
| Mar 2020 | $2.5B | $2.5B | $0 | 22 | 18 |
| Jan 2020 | $2.5B | $2.5B | $0 | 22 | 19 |
| Mar 2019 | $3.1B | $3.1B | $0 | 22 | 19 |
| May 2018 | $5.5B | $4B | $1.4B | 21 | 0 |
| Apr 2018 | $5.5B | $4.1B | $1.4B | 21 | 0 |
| Mar 2018 | $5.5B | $4.1B | $1.4B | 21 | 0 |
| Jun 2017 | $5B | $3.8B | $1.2B | 21 | 1,000 |
| Mar 2017 | $4.4B | $3.4B | $1.1B | 21 | 1,100 |
| Jul 2016 | $4.2B | $2.7B | $1.5B | 21 | 3,700 |
| Mar 2016 | $4.2B | $2.7B | $1.5B | 22 | 3,900 |
| Mar 2015 | $4.3B | $3B | $1.3B | 22 | 4,100 |
| Feb 2015 | $4.3B | $3B | $1.3B | 22 | 4,000 |
| Mar 2014 | $4B | $2.8B | $1.2B | 22 | 4,500 |
| Feb 2014 | $4B | $2.8B | $1.2B | 22 | 500 |
| Sep 2013 | $3.4B | $2.4B | $969.9M | 22 | 500 |
| Jul 2013 | $3.4B | $2.4B | $969.9M | 22 | 500 |
| Mar 2013 | $3.4B | $2.4B | $969.9M | 22 | 500 |
| Feb 2013 | $3.4B | $2.4B | $969.9M | 22 | 500 |
| Apr 2012 | $3.7B | $2.9B | $836.1M | 11 | 600 |
| Mar 2012 | $3.7B | $2.9B | $836.1M | 11 | 600 |
| Nov 2011 | $4.1B | $3.1B | $926M | 11 | 600 |
| Apr 2011 | $4.6B | $3.8B | $833.4M | -- | -- |
| Apr 2011 | $4.6B | $3.8B | $833.4M | -- | -- |
| Oct 2010 | $4.1B | $3.9B | $201.3M | -- | -- |
| Oct 2010 | $4.1B | $3.9B | $201.3M | -- | -- |
| Apr 2010 | $5.3B | $5.1B | $158.8M | -- | -- |
| Mar 2007 | $6B | $5.5B | $565.4M | -- | -- |
| Feb 2005 | $908.2M | $908.2M | $0 | -- | -- |
| Aug 2004 | $889M | $889M | $0 | -- | -- |
| Nov 2003 | $761.7M | $761.7M | $0 | -- | -- |
| Nov 2003 | $761.7M | $761.7M | $0 | -- | -- |
| Oct 2003 | $761.7M | $761.7M | $0 | -- | -- |
| Oct 2003 | $761.7M | $761.7M | $0 | -- | -- |
| Sep 2001 | $1.1B | $1.1B | $0 | -- | -- |
| Aug 2001 | $1.1B | $1.1B | $0 | -- | -- |
| Jul 2001 | $1.1B | $1.1B | $0 | -- | -- |
DateMar 2025
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees21
Clients16
DateMar 2024
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees17
Clients16
DateMar 2023
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees17
Clients16
DateOct 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients16
DateMar 2022
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees20
Clients16
DateAug 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees19
Clients17
DateMar 2021
Total AUM$2.4B
Discretionary$2.4B
Non-Disc.$0
Employees19
Clients17
DateMay 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients18
DateApr 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients18
DateMar 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients18
DateJan 2020
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees22
Clients19
DateMar 2019
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees22
Clients19
DateMay 2018
Total AUM$5.5B
Discretionary$4B
Non-Disc.$1.4B
Employees21
Clients0
DateApr 2018
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees21
Clients0
DateMar 2018
Total AUM$5.5B
Discretionary$4.1B
Non-Disc.$1.4B
Employees21
Clients0
DateJun 2017
Total AUM$5B
Discretionary$3.8B
Non-Disc.$1.2B
Employees21
Clients1,000
DateMar 2017
Total AUM$4.4B
Discretionary$3.4B
Non-Disc.$1.1B
Employees21
Clients1,100
DateJul 2016
Total AUM$4.2B
Discretionary$2.7B
Non-Disc.$1.5B
Employees21
Clients3,700
DateMar 2016
Total AUM$4.2B
Discretionary$2.7B
Non-Disc.$1.5B
Employees22
Clients3,900
DateMar 2015
Total AUM$4.3B
Discretionary$3B
Non-Disc.$1.3B
Employees22
Clients4,100
DateFeb 2015
Total AUM$4.3B
Discretionary$3B
Non-Disc.$1.3B
Employees22
Clients4,000
DateMar 2014
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees22
Clients4,500
DateFeb 2014
Total AUM$4B
Discretionary$2.8B
Non-Disc.$1.2B
Employees22
Clients500
DateSep 2013
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$969.9M
Employees22
Clients500
DateJul 2013
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$969.9M
Employees22
Clients500
DateMar 2013
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$969.9M
Employees22
Clients500
DateFeb 2013
Total AUM$3.4B
Discretionary$2.4B
Non-Disc.$969.9M
Employees22
Clients500
DateApr 2012
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$836.1M
Employees11
Clients600
DateMar 2012
Total AUM$3.7B
Discretionary$2.9B
Non-Disc.$836.1M
Employees11
Clients600
DateNov 2011
Total AUM$4.1B
Discretionary$3.1B
Non-Disc.$926M
Employees11
Clients600
DateApr 2011
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$833.4M
Employees--
Clients--
DateApr 2011
Total AUM$4.6B
Discretionary$3.8B
Non-Disc.$833.4M
Employees--
Clients--
DateOct 2010
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$201.3M
Employees--
Clients--
DateOct 2010
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$201.3M
Employees--
Clients--
DateApr 2010
Total AUM$5.3B
Discretionary$5.1B
Non-Disc.$158.8M
Employees--
Clients--
DateMar 2007
Total AUM$6B
Discretionary$5.5B
Non-Disc.$565.4M
Employees--
Clients--
DateFeb 2005
Total AUM$908.2M
Discretionary$908.2M
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$889M
Discretionary$889M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$761.7M
Discretionary$761.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2001
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateJul 2001
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--