RENAISSANCE INVESTMENT GROUP, LLC
Adviser information for RENAISSANCE INVESTMENT GROUP, LLC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 519 | $542.9M |
| Non-Discretionary | 6 | $15.3M |
| Total | 525 | $558.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 112 | $65.2M |
| HNW Individuals | 120 | $432.9M |
| Banking or thrift institutions | <5 | $21.3M |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $2.5M |
| Charitable organizations | 11 | $34.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-71391 |
|---|---|
| SEC ERA File Number | 801-71391 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153679 |
| Legal Entity Identifier | None |
Principal Office
45 WALKER STREETLENOX
MA
United States
Monday - Friday, 8:00 AM TO 4:30 PM
Tel: 413-445-2481, Fax: 413-445-5873
Websites
Chief Compliance Officer
PAULA M. HILCHEY
CHIEF COMPLIANCE OFFICER, DOO & MANAGING DIRECTOR
45 WALKER STREET
LENOX
MA
United States
Tel:
413-445-2481
P*******@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FORBES, TREVOR, MALPAS | Individual | – | MANAGER - PRESIDENT & CIO | 10/2016 | < 5% |
| HILCHEY, PAULA, MARY | Individual | – | CHIEF COMPLIANCE OFFICER, DOO & MANAGING DIRECTOR | 01/2014 | < 5% |
| STRATOS WEALTH HOLDINGS, LLC | Domestic Entity | STRATOS WEALTH ENTERPRISES, LLC | HOLDING COMPANY | 10/2016 | > 75% |
| FORBES, TREVOR, MALPAS | Individual | SA CONCEPTS, LLC | MANAGING MEMBER | 10/2016 | |
| CONCEPCION, JEFFREY, ALAN | Individual | STRATOS WEALTH HOLDINGS, LLC | MANAGING MEMBER | 06/2016 | > 75% |
| SA CONCEPTS, LLC | Domestic Entity | – | MANAGING MEMBER | 10/2016 | > 75% |
| STRATOS WEALTH ENTERPRISES, LLC | Domestic Entity | SA CONCEPTS, LLC | MEMEBER | 10/2016 | 50-75% |
| MALINOWSKI, THOMAS, EDWARD | Individual | – | FINANCIAL ADVISOR & MANAGING DIRECTOR | 03/2017 | < 5% |
| KILLEEN, LORI, JEANNE | Individual | – | CLIENT RELATIONS EXECUTIVE & MANAGING DIRECTOR | 03/2017 | < 5% |
| Silipigno, Christopher, Anthony | Individual | – | MANAGER-CHIEF EXECUTIVE OFFICER | 06/2021 | < 5% |
| Silipigno, Christopher, Anthony | Individual | SA CONCEPTS, LLC | MANAGING MEMBER | 03/2022 |