|
⚲
|
| Keyboard |
| Kayne Anderson Rudnick Investment Management LLC
✚
|
|
|---|---|
| CRD # | 104599 |
| SEC # | 801-24241 |
| CIK # | 0001021223 |
| AUM | 39.36 B (2026-03-27) |
| Employees | 134 (35% Investors, 16% Brokers) |
| Phone | 310-556-2721 |
| Address | 2000 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Henry Jack & Associates Inc | 0.9 | ||
| Primerica Inc | 0.8 | ||
| Toro Co | 0.7 | ||
| Teledyne Technologies Inc | 0.7 | ||
| RBC Bearings Inc | 0.7 | ||
| Interactive Brokers Group Inc | 0.7 | ||
| Simpson Manufacturing Co Inc /CA/ | 0.7 | ||
| Watts Water Technologies Inc | 0.6 | ||
| Pool Corp | 0.6 | ||
| FTI Consulting Inc | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 586 | 0.3 |
| (b) Individuals (high net worth individuals) | 1,409 | 7.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 36 | 13.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 1.8 |
| (g) Pension and profit sharing plans | 60 | 2.4 |
| (h) Charitable organizations | 40 | 0.8 |
| (i) State or municipal government entities | 19 | 1.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.5 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.5 |
| (m) Corporations or other businesses not listed above | 53 | 1.3 |
| (n) Other | 22,509 | 9.3 |
| Total | 24,735 | 39.4 |
| By Discretionary | ||
| Discretionary | 24,735 | 39.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 24,735 | 39.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 37.2 | |
| Total | 24,735 | 39.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001021223] | |
| SC 13G | [0001021223] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $7.7B |
| Clients | 32 (1 non-US) |
| Serves | Institutional, Retail |
| LEI | 549300W19TN6A5K46H71 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Earnest Partners LLC
✚
|
GA | 42.61 B |
|
TRowe Price Hong Kong Limited
✚
|
42.34 B | |
|
Brandes Investment Partners LP
✚
|
CA | 40.65 B |
|
Calvert Research and Management
✚
|
DC | 40.26 B |
|
BMO Private Investment Counsel Inc
✚
|
40.18 B | |
|
Wealthspire Retirement LLC
✚
|
CA | 38.61 B |
|
Silchester International Investors LLP
✚
|
38.57 B | |
|
Voya Retirement Advisors LLC
✚
|
CT | 37.47 B |
|
ASB Capital Management LLC
✚
|
MD | 36.68 B |
|
Beutel Goodman & Company Ltd
✚
|
36.11 B |