RIA Intelligence

RENAISSANCE INVESTMENT GROUP, LLC

CRD #153679 SEC #801-71391 LENOX, MA 413-445-2481
SEC Registered
Total AUM
$636.1M
Discretionary
$619.4M
Employees
9
Clients
51
Accounts
556

AUM Over Time

DateMar 2025
Total AUM$636.1M
Discretionary$619.4M
Non-Disc.$16.6M
Employees9
Clients0
DateApr 2024
Total AUM$558.2M
Discretionary$542.9M
Non-Disc.$15.3M
Employees9
Clients0
DateMar 2024
Total AUM$558.2M
Discretionary$542.9M
Non-Disc.$15.3M
Employees9
Clients0
DateMar 2023
Total AUM$486.6M
Discretionary$472.2M
Non-Disc.$14.4M
Employees9
Clients0
DateMay 2022
Total AUM$544.5M
Discretionary$528.3M
Non-Disc.$16.2M
Employees7
Clients0
DateMar 2022
Total AUM$544.5M
Discretionary$528.3M
Non-Disc.$16.2M
Employees7
Clients0
DateDec 2021
Total AUM$452.7M
Discretionary$437.5M
Non-Disc.$15.3M
Employees7
Clients0
DateJun 2021
Total AUM$452.7M
Discretionary$437.5M
Non-Disc.$15.3M
Employees7
Clients0
DateMar 2021
Total AUM$452.7M
Discretionary$437.5M
Non-Disc.$15.3M
Employees7
Clients0
DateJun 2020
Total AUM$395.3M
Discretionary$383.8M
Non-Disc.$11.5M
Employees7
Clients0
DateMar 2020
Total AUM$395.3M
Discretionary$383.8M
Non-Disc.$11.5M
Employees7
Clients0
DateMar 2019
Total AUM$304.7M
Discretionary$288.1M
Non-Disc.$16.6M
Employees7
Clients0
DateMar 2018
Total AUM$328.5M
Discretionary$320.9M
Non-Disc.$7.6M
Employees8
Clients0
DateMay 2017
Total AUM$294M
Discretionary$284.7M
Non-Disc.$9.3M
Employees7
Clients200
DateMar 2017
Total AUM$294M
Discretionary$284.7M
Non-Disc.$9.3M
Employees6
Clients200
DateNov 2016
Total AUM$283.9M
Discretionary$275.3M
Non-Disc.$8.6M
Employees6
Clients300
DateFeb 2016
Total AUM$283.9M
Discretionary$275.3M
Non-Disc.$8.6M
Employees6
Clients300
DateMar 2015
Total AUM$288.8M
Discretionary$279.3M
Non-Disc.$9.4M
Employees6
Clients200
DateMar 2014
Total AUM$274M
Discretionary$265M
Non-Disc.$9M
Employees6
Clients200
DateFeb 2014
Total AUM$274M
Discretionary$265M
Non-Disc.$9M
Employees6
Clients200
DateMay 2013
Total AUM$244.7M
Discretionary$231M
Non-Disc.$13.6M
Employees6
Clients200
DateFeb 2013
Total AUM$244.7M
Discretionary$231M
Non-Disc.$13.6M
Employees6
Clients200
DateFeb 2013
Total AUM$244.7M
Discretionary$231M
Non-Disc.$13.6M
Employees6
Clients200
DateJun 2012
Total AUM$232.6M
Discretionary$220.5M
Non-Disc.$12.1M
Employees6
Clients200
DateFeb 2012
Total AUM$232.3M
Discretionary$219M
Non-Disc.$13.3M
Employees6
Clients200
DateAug 2011
Total AUM$241.6M
Discretionary$230M
Non-Disc.$11.6M
Employees10
Clients--
DateJan 2011
Total AUM$237.1M
Discretionary$223.6M
Non-Disc.$13.5M
Employees10
Clients--
DateJan 2011
Total AUM$237.1M
Discretionary$223.6M
Non-Disc.$13.5M
Employees10
Clients--
DateAug 2010
Total AUM$187.4M
Discretionary$177.1M
Non-Disc.$10.3M
Employees10
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--