Renaissance Capital LLC
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Learn more about Renaissance Capital LLC
Overview
Renaissance Capital LLC is an advisory firm headquartered in Stamford, Connecticut. It handles $137.2 million in assets under management throughout two client accounts, placing it in the mid-tier of investment advisory firms in the United States by assets under management (AUM). Renaissance Capital LLC has a small group, including 17 financial advisors. Renaissance Capital LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, bonds and options.
Renaissance Capital LLC manages all of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing client authorization. The company's average account size is $68.6 million. The average advisor at Renaissance Capital LLC administers fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's main office is located at 100 First Stamford Place, Stamford, Connecticut 06902-6748. It is allowed to serve clients in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Renaissance Capital LLC by the Numbers
$137.2 million
17
2
$68.6 million
Fee Structure
Fees for financial management usually are based on which services are offered. Fees charged by Renaissance Capital LLC may include some combination of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Renaissance Capital LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 0% of firms
Subscription
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to investment companies and other investment advisers. Out of its two accounts, Renaissance Capital LLC's largest client group is other investment advisers. Just 5% of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Renaissance Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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