Renaissance Technologies: AUM & Ownership

Clients

Renaissance Technologies serves 14 clients. The average client has about $6.88 billion with the firm.

Regulatory assets by client type

Pooled investment vehicles14 clients100%

Show client breakdown

Client type	Clients	Regulatory AUM	Share	Avg. per client
Pooled investment vehicles	14	$96,378,537,116	100.0%	$6.88B
Total	14	$96,378,537,116	100%	$6.88B

Pooled investment vehicles

Clients: 14
Regulatory AUM: $96,378,537,116
Share: 100.0%
Avg. per client: $6.88B

Total

Clients: 14
Regulatory AUM: $96,378,537,116
Share: 100%
Avg. per client: $6.88B

What it does

Renaissance Technologies provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

Renaissance Technologies advises 4 private funds.

100.0% of assets ($96.38B across 14 accounts) are managed with discretion. 36% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Renaissance Technologies has custody of $96.38B for 14 clients.

Managed account assets by custodian

All other custodians$96.38B100%

Ownership and leadership

Renaissance Technologies Holdings Corporation owns 75% or more of Renaissance Technologies.

Who owns the firm

Renaissance Technologies LLC· the adviser

Renaissance Technologies Holdings Corporation
Control person · since June 2007
Owns 75% or more of Renaissance Technologies LLC
- The Estate of James H. Simons
  since May 2024
  Owns 25% to 50% of Renaissance Technologies Holdings Corporation
RTC II Holdings LLC
since June 2007
Owns 10% to 25% of Renaissance Technologies LLC

Leadership

Peter Brown
Chairman of the Board, Co-President, Co-CEO
David Lippe
Director, Co-President, Co-CEO
Brian Felczak
Chief Financial Officer
Tiffany Michel
Chief Compliance Officer
Edward Hubner
Head of Risk Control
Henry Laufer
Director
Robert Lourie
Director
Mendel Silber
Director
Marilyn Simons
Director
Nathaniel Simons
Director
Anne Small
Chief Legal Officer, General Counsel, Director

Staff

310 employees
170 in advisory functions
1 broker-dealer rep

Reported holdings

Renaissance Technologies’ reported 13F holdings total $72.62B across 3,140 positions, and the ten largest make up 12.0% of it.

$72.62B
Reported 13F value: 3,140
Positions: 12.0%
In the 10 largest: +13.6%
Value vs. prior quarter

Ten largest positions, share of reported value

Nvidia Corporation2.0%
Meta Platforms Inc. · CL A1.6%
Intel Corp.1.4%
United Therapeutics Corp. Del1.3%
Palantir Technologies Inc. · CL A1.2%
Alphabet Inc. · Cap Stk CL A1.1%
Exelixis Inc.1.0%
Verisign Inc.0.8%
Kinross Gold Corp.0.8%
Crowdstrike Hldgs Inc. · CL A0.8%

Together, the ten largest are 12.0% of reported value.

The 50 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 13 August 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $72.62B is not its $96.38B in regulatory assets and does not represent any individual client's portfolio.

Fees

Renaissance Technologies is paid through a percentage of assets under management and performance-based fees.

Renaissance Technologies’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Renaissance Technologies has 1 office, with 2 listed addresses in 1 state.

Listed office addresses by state

New York · 2 listed addresses

520 Madison Avenue, New YorkHQ
600 Route 25a, East Setauket

Registration details

Legal name: Renaissance Technologies LLC
Headquarters: 520 Madison Avenue, New York, NY 10022
Phone: 212-829-4460
Website: Not reported
SEC file: 801-53609
Structure: Delaware LLC
Fiscal year end: December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Renaissance Technologies have?

Renaissance Technologies has 14 clients and manages $96.4 billion for them, as of July 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 July 2026

What services does Renaissance Technologies offer?

Renaissance Technologies provides portfolio management for pooled vehicles.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Renaissance Technologies have?

Renaissance Technologies has 0 investment adviser representatives registered with state securities authorities, out of 310 employees, and 170 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

Who owns Renaissance Technologies?

Renaissance Technologies is owned through a holding company by the Estate of James H. Simons. Its direct owners are Renaissance Technologies Holdings Corporation (75% or more) and RTC II Holdings LLC (10% to 25%).

Source: Form ADV Part 1A, Schedules A and B, filed 1 July 2026

How does Renaissance Technologies get paid?

Renaissance Technologies is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file