Renaissance Advisors

Overview

Renaissance Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owned by an individual principal and serves both individuals/families and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is flexible: Renaissance charges a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives