DBA: RENAISSANCE INVESTMENT MANAGEMENT
| Total AUM | $2.91B |
| Discretionary | $2.91B100% of AUM |
| Client Accounts | 2,085 |
| Avg Account Size | $1.4M |
| Employees | 19 |
| Peak AUM | $8.76BMar 2008 |
| AUM CAGR | +5.6% /yrover 25 yrs · 75 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | +5.1% | +10.2% | +3.9% | |
| Discretionary AUM | $2.9B | ||||
| Total AUM | $2.91B |
| Discretionary | $2.91B |
| Employees | 19 |
| Client Accounts | 2085 |
| Client Range | 0 |
Address
50 E. RIVERCENTER BLVD.
COVINGTON KY 41011
Phone
513-723-4500
Filing History
75 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.9B
| +5.1% |
| +10.2% |
| +3.9% |
| Total Accounts | 2k | +26.2% | +23.1% | +16.9% |
| Avg Account Size | $1M | 16.8% | 10.5% | 11.1% |
| Employees | 19 | 9.5% | +3.7% | 0.0% |
| AUM / Employee | $153M | +16.1% | +6.3% | +3.9% |
Client AUM Segments | |||||
| Wealth AUM | $265M | +2.7% | +3.4% | +5.4% | |
| Institutional AUM | $267M | 2.9% | +6.9% | 3.2% | |
| Fund / Pooled AUM | $165M | +18.3% | +16.4% | +11.7% | |
| Other AUM | $2.2B | +5.4% | +10.7% | +3.9% | |
Client Count Segments | |||||
| HNW Clients | 184 | 0.0% | 16.8% | +1.8% | |
| Institutional | 15 | 25.0% | 17.4% | 14.4% | |
| Pooled / Fund | 2 | +100.0% | +25.2% | +14.6% | |
| Individuals | 30 | 14.3% | 12.3% | 6.4% | |