Firm profile

Renaissance Investment Management

COVINGTON, KYCRD 105916Registration Status: ApprovedEffective since September 26, 1995SEC # 801-50177Latest ADV April 16, 2026

Renaissance Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Covington, KY. Its latest Form ADV filing, dated April 16, 2026, reports $2.9B in regulatory assets under management, 19 employees, 1 office, and 2,085 accounts.

Assets Under Management
$2.9B
Employees
19
Offices
1 office
Total Clients
1,983

Associated firm names

5 names listed
  • BOWLING PORTFOLIO MANAGEMENT
  • THE RENAISSANCE GROUP LLC
  • THE EDEN PARK GROUP LLC
  • RENAISSANCE INVESTMENT MANAGEMENT/BOWLING PORTFOLIO MANAGEMENT

Leadership

3 roles identified
CCOSudhir S. Warrier
COOSudhir S. Warrier
CIOMichael E. Schroer

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

COVINGTON, Kentucky, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Kentucky

COVINGTONPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links
Phone513-723-4500
WebsiteNot found
LinkedInNot found

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.9Bas of April 16, 2026
Discretionary100.0%
$2.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

Top client segmentWRAP/SMA AND DISCRETIONARY UMA PROGRAMS represent 82.8% of total clients.
Top client categories% of clientsClients
1
WRAP/SMA AND DISCRETIONARY UMA PROGRAMS
82.8%
1,641
2
Individuals
9.3%
184
3
Banks
5.6%
111
4
HNWI
1.5%
30
5
Government
0.4%
7
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$2.9B
Total Accounts2,085
10Y AUM Change$-1.5B (-34.6%)

Private Funds

Private funds reported by Renaissance Investment Management

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees19
Clients per Employee104:1
10Y Employee Change-2 (-9.5%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
AMG RENAISSANCE HOLDINGS LLCDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
50% to < 75%
SCHROER FINANCIAL MANAGEMENT, INC.Direct owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
5% to < 10%
PAUL ANTHONY RADOMSKIDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
5% to < 10%
MICHAEL EDWARD SCHROERDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
MARY CAROLINE MEINERSDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
SUDHIR SREEDHARA WARRIERDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
ANDY ENGDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
MICHAEL JON STREITMARTERDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
CURTIS JOHN LUDWICKDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
BRAD NICHOLAS ZOLTAKDirect owner · Schedule AInterest in RENAISSANCE INVESTMENT MANAGEMENT
< 5%
MICHAEL EDWARD SCHROERIndirect owner · Schedule BInterest in SCHROER FINANCIAL MANAGEMENT, INC.
75%+
AFFILIATED MANAGERS GROUP, INC.Indirect owner · Schedule BInterest in AMG RENAISSANCE HOLDINGS LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Renaissance Investment Management.

Reported ownership and control details

Form ADV · Filing date 2026-04-16 · Schedules A and B

12 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1AMG RENAISSANCE HOLDINGS LLCMANAGER MEMBERDomestic entityRENAISSANCE INVESTMENT MANAGEMENT50% to less than 75%Code DNoMANAGER MEMBER01/2011Schedule APDF page 23
2SCHROER FINANCIAL MANAGEMENT, INC.LLC MEMBERDomestic entityRENAISSANCE INVESTMENT MANAGEMENT5% to less than 10%Code ANoLLC MEMBER11/1995Schedule APDF page 23
3PAUL ANTHONY RADOMSKIMANAGING PARTNER/EXECUTIVE COMMITTEE MEMBER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENT5% to less than 10%Code AYesMANAGING PARTNER/EXECUTIVE COMMITTEE MEMBER/LLC MEMBER11/1995Schedule APDF page 23
4MICHAEL EDWARD SCHROERMANAGING PARTNER/EXECUTIVE COMMITTEE MEMBER/CIOIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesMANAGING PARTNER/EXECUTIVE COMMITTEE MEMBER/CIO11/1995Schedule APDF page 23
5MARY CAROLINE MEINERSPARTNER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesPARTNER/LLC MEMBER07/2003Schedule APDF page 23
6SUDHIR SREEDHARA WARRIERCHIEF COMPLIANCE OFFICER/COO/SENIOR PARTNER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER/COO/SENIOR PARTNER/LLC MEMBER07/2003Schedule APDF page 23
7ANDY ENGPARTNER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesPARTNER/LLC MEMBER01/2019Schedule APDF page 23
8MICHAEL JON STREITMARTERPARTNER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesPARTNER/LLC MEMBER01/2024Schedule APDF page 23
9CURTIS JOHN LUDWICKPARTNER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesPARTNER/LLC MEMBER01/2025Schedule APDF page 23
10BRAD NICHOLAS ZOLTAKPARTNER/LLC MEMBERIndividualRENAISSANCE INVESTMENT MANAGEMENTLess than 5%Code NAYesPARTNER/LLC MEMBER01/2025Schedule APDF page 23
11MICHAEL EDWARD SCHROERSHAREHOLDERIndividualSCHROER FINANCIAL MANAGEMENT, INC.75% or moreCode EYesSHAREHOLDER11/1995Schedule BPDF page 24
12AFFILIATED MANAGERS GROUP, INC.SOLE MEMBER AND MANAGERDomestic entityAMG RENAISSANCE HOLDINGS LLC75% or moreCode ENoSOLE MEMBER AND MANAGER01/2011Schedule BPDF page 24

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 4/16/2026 1:22:11 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.