The Renaissance Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
The Renaissance Group reports 1,983 clients. They include 1,641 other clients, 184 individual clients and 111 banking or thrift institutions. Of its assets, 100.0% ($2.91B across 2,085 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $584M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 9% | 3% |
| High-net-worth individuals | 2% | 6% |
| Banking or thrift institutions | 6% | 1% |
| Investment companies | <1% | 6% |
| Pension and profit-sharing plans | <1% | <1% |
| Other client typesCharitable organizations; State or municipal government entities; Corporations and other businesses; Other | 83% | 83% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 184 | $94.1M | 3.2% | $512K |
| High-net-worth individuals | 30 | $171M | 5.9% | $5.69M |
| Banking or thrift institutions | 111 | $42.2M | 1.5% | $380K |
| Investment companies | 2 | $165M | 5.7% | $82.5M |
| Pension and profit-sharing plans | Fewer than 5 | $27.1M | 0.9% | $27.1M |
| Charitable organizations | Fewer than 5 | $49.5M | 1.7% | $12.4M |
| State or municipal government entities | 7 | $80.4M | 2.8% | $11.5M |
| Corporations and other businesses | 3 | $110M | 3.8% | $36.5M |
| Other | 1,641 | $2.17B | 74.6% | $1.32M |
| Total | 1,983 | $2.91B | 100% | — |
- Clients
- 184
- Regulatory AUM
- $94.1M
- AUM share
- 3.2%
- Avg. per client
- $512K
- Clients
- 30
- Regulatory AUM
- $171M
- AUM share
- 5.9%
- Avg. per client
- $5.69M
- Clients
- 111
- Regulatory AUM
- $42.2M
- AUM share
- 1.5%
- Avg. per client
- $380K
- Clients
- 2
- Regulatory AUM
- $165M
- AUM share
- 5.7%
- Avg. per client
- $82.5M
- Clients
- Fewer than 5
- Regulatory AUM
- $27.1M
- AUM share
- 0.9%
- Avg. per client
- $27.1M
- Clients
- Fewer than 5
- Regulatory AUM
- $49.5M
- AUM share
- 1.7%
- Avg. per client
- $12.4M
- Clients
- 7
- Regulatory AUM
- $80.4M
- AUM share
- 2.8%
- Avg. per client
- $11.5M
- Clients
- 3
- Regulatory AUM
- $110M
- AUM share
- 3.8%
- Avg. per client
- $36.5M
- Clients
- 1,641
- Regulatory AUM
- $2.17B
- AUM share
- 74.6%
- Avg. per client
- $1.32M
Total
- Clients
- 1,983
- Regulatory AUM
- $2.91B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
The Renaissance Group is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Amg Renaissance Holdings LLC owns 50% to 75% of The Renaissance Group and is in turn owned by Affiliated Managers Group, Inc. (75% or more). The leadership team of The Renaissance Group includes Chief Compliance Officer Sudhir Warrier. It has 19 employees, 7 of them in advisory roles.
Leadership
- Sudhir WarrierChief Compliance Officer/COO/Senior Partner/LLC Member
- Andy EngPartner/LLC Member
- Curtis LudwickPartner/LLC Member
- Mary MeinersPartner/LLC Member
- Paul RadomskiManaging Partner/Executive Committee Member/LLC Member
- Michael SchroerManaging Partner/Executive Committee Member/CIO
- Michael StreitmarterPartner/LLC Member
- Brad ZoltakPartner/LLC Member
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Andy Eng
- Kora Jefferis
- Curtis John Ludwick
- Patrick J Martinak
- Paul Anthony Radomski
- Michael Edward Schroer
- Michael Jon Streitmarter
- Brad Nicholas Zoltak
Staff
- 19 employees
- 7 in advisory functions
- 1 state-registered rep
- 2 soliciting firms
- Owns 50% to 75% of The Renaissance Group LLC
Amg Renaissance Holdings LLC
since January 2011
- Owns 75% or more of Amg Renaissance Holdings LLC
Affiliated Managers Group, Inc.
since January 2011
- Owns 5% to 10% of The Renaissance Group LLC
Schroer Financial Management, Inc.
since November 1995
- Owns 75% or more of Schroer Financial Management, Inc.
Michael Schroer
Control person · since November 1995
- Owns 5% to 10% of The Renaissance Group LLC
Paul Radomski
Control person · since November 1995
The Renaissance Group’s regulatory assets grew from $2.4B (March 2021) to $2.91B (April 2026); clients rose from 822 to 1,983 and employees were 19 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $2.91B | 1,983 | 19 | 1 |
| March 2025 | $2.77B | 1,549 | 21 | 1 |
| March 2024 | $2.54B | 1,192 | 17 | 1 |
| March 2023 | $2.15B | 994 | 17 | 1 |
| March 2022 | $2.56B | 883 | 20 | 1 |
| March 2021 | $2.4B | 822 | 19 | 1 |
Besides its headquarters, The Renaissance Group has 0 offices, with 1 listed address in Kentucky.
Kentucky · 1 listed address
- 50 E. Rivercenter BLVD., Suite 1200, CovingtonHQ
Other business names
The Renaissance Group has reported 1 other business name to the SEC.
- Renaissance Investment Management
Contact and registration details
- Legal name
- The Renaissance Group LLC
- Headquarters
- 50 E. Rivercenter BLVD., Suite 1200, Covington, KY 41011
- Website
- reninv.com
- Phone
- 513-723-4500
- SEC file
- 801-50177
- Structure
- Delaware LLC
- Fiscal year end
- December
The Renaissance Group uses Morgan Stanley ($1.58B) as custodian for its separately managed accounts. The Renaissance Group does not have custody of client assets.
- Morgan StanleyMorgan Stanley Distribution, Inc. · New York, NY · $1.58B100%
At year end, The Renaissance Group’s separately managed accounts were mostly in stocks (98%). Its reported 13F holdings for the quarter ended 30 June 2026 total $2.46B across 234 positions; the largest are KLA Corp. (2.3%), Applied Matls Inc. (2.1%) and Amphenol Corp. (2.0%).
What the accounts hold
- Stocks98%
- Funds1%
- Cash1%
Reported 13F holdings
- $2.46B
- Reported 13F value
- 234
- Positions
- 18.5%
- In the 10 largest
- +3.1%
- Value vs. prior quarter
- KLA Corp.2.3%
- Applied Matls Inc.2.1%
- Amphenol Corp.2.0%
- Lam Research Corp.1.9%
- Alphabet Inc.1.9%
- Arista Networks Inc.1.7%
- Rockwell Automation Inc.1.7%
- Apple Inc.1.7%
- Jabil Inc.1.6%
- Comfort Sys USA Inc.1.6%
Together, the ten largest are 18.5% of reported value.
How many clients does The Renaissance Group have?
The Renaissance Group has 1,983 clients and manages $2.91 billion for them, as of April 2026. They include 1,641 other clients, 184 individual clients and 111 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026
What services does The Renaissance Group offer?
The Renaissance Group provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does The Renaissance Group use?
The Renaissance Group’s separately managed account assets are held at Morgan Stanley Distribution, Inc. (New York, NY), with $1.58B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026
How many financial advisors does The Renaissance Group have?
The Renaissance Group has 1 investment adviser representative registered with state securities authorities, out of 19 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Renaissance Group invest in?
At the end of its last fiscal year, The Renaissance Group’s separately managed accounts held 98% exchange-traded equities, 1% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Renaissance Group?
The Renaissance Group is owned through holding companies by Michael Schroer and Affiliated Managers Group, Inc. Its direct owners are Amg Renaissance Holdings LLC (50% to 75%), Schroer Financial Management, Inc. (5% to 10%) and Paul Radomski (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 April 2026
How does The Renaissance Group get paid?
The Renaissance Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is The Renaissance Group registered with the SEC?
Yes, The Renaissance Group has been registered with the SEC as an investment adviser since 26 September 1995. Its CRD number is 105916 and its SEC file number is 801-50177.
Source: Form ADV Part 1A, Item 1, filed 16 April 2026; IAPD firm record
How do I contact The Renaissance Group?
The Renaissance Group’s main office is at 50 E. Rivercenter BLVD., Suite 1200, Covington, KY 41011. Its phone number is 513-723-4500. Its website is reninv.com.