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Trevor Malpas Forbes

Renaissance Investment Group, LLC

Lenox, MA

CRD 5994373

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Employer firm

Renaissance Investment Group, LLC CRD 153679

$726M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Renaissance Investment Group, Llc

45 Walker Street, Lenox, MA 01240 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-05-20
FL RA APPROVED 2024-08-06
LA RA APPROVED 2024-07-02
NH RA APPROVED 2024-06-06
CA RA APPROVED 2024-06-04
CT RA APPROVED 2024-06-04
NY RA APPROVED 2024-06-04
TX RA APPROVED_RES 2024-06-04
MA RA APPROVED 2011-10-31
  • NC RA
    APPROVED
    Since 2025-05-20
  • FL RA
    APPROVED
    Since 2024-08-06
  • LA RA
    APPROVED
    Since 2024-07-02
  • NH RA
    APPROVED
    Since 2024-06-06
  • CA RA
    APPROVED
    Since 2024-06-04
  • CT RA
    APPROVED
    Since 2024-06-04
  • NY RA
    APPROVED
    Since 2024-06-04
  • TX RA
    APPROVED_RES
    Since 2024-06-04
  • MA RA
    APPROVED
    Since 2011-10-31

Branch Locations

45 Walker Street, Lenox, MA 01240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Renaissance Investment Group, Llc Lenox MA 10/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-09-26
  • S65 Uniform Investment Adviser Law Examination
    2011-09-26

View on SEC IAPD

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