KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 104599
- Registered since
- May 22, 1985
- Website
- kayne.com
- Custodians
- UBS FINANCIAL SERVICES INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Investment Companies34.5%
- Other23.55%
- HNWI19.52%
- Pension & Profit Sharing Plans6.08%
- Pooled Investment Vehicles4.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kayne Anderson Rudnick Investment Management, LLC is an independent registered investment adviser formed in 1985 that serves both individuals/families and institutional clients. The firm operates as a capital allocator and participates in sponsor and general partner roles for pooled vehicles, while offering a mix of financial planning and portfolio-management services across individual, pooled, and institutional mandates. Fee arrangements include asset-based fees, fixed fees and performance-linked fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds6%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 6GEORGE AYLWARD
President and Chief Executive OfficerCRD 4932163
CRAIG STONE
Co-Chief Investment OfficerCRD 4216750
FRANK LEE
Chief Administrative OfficerCRD 2409473
Contacts
3 of 36RUSSELL TOTH
Wealth AdvisorCRD 5562941
RANDALL ALLEN
Senior Wealth AdvisorCRD 3168717
Brian Engel
Managing DirectorCRD 4422844
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$1.3B in ETFs
87%
$1.2B
12%
$169M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $195M | 298,253 | 14.63% |
Location
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2000 Avenue of the Stars
- Time zone
- PT (UTC-8)
- Office locations
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