Best Investors Account Sign in
Employer firm

Kayne Anderson Rudnick Investment Management, LLC CRD 104599

$39.4B regulatory AUM 32 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Kayne Anderson Rudnick Investment Management, Llc

2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2014-09-10
  • CA RA
    APPROVED
    Since 2014-09-10

Branch Locations

620 Newport Center Drive Suite 560, Newport Beach, CA 92660 • United States

2000 Avenue Of The Stars Suite 1110, Los Angeles, CA 90067 • 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
Kayne Anderson Rudnick Investment Management Newport Beach CA 08/2014 Present
  • 08/2014 → Present
    Kayne Anderson Rudnick Investment Management
    Newport Beach, CA
Previous Registrations
Other Businesses

1) Carlton Abbey Apartments LLC; Business is not investment-related; 7511 NE Oak Springs Farm Road, Carlton, OR 97111; Nature of Business: LLC established as part of rental property ownership; Position: Member Manager; Start Date: 03/23/2026; 4 HRs/Month devoted to business; 0 HRs devoted to business during securities trading hours; Related Duties: Oversight of property management

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-18
  • S66 Uniform Combined State Law Examination
    1999-02-18

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor