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| Kayne Anderson Rudnick Investment Management LLC
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|---|---|
| CRD # | 104599 |
| SEC # | 801-24241 |
| CIK # | 0001021223 |
| AUM | $41.2 BB (2024-03-27) |
| Employees | 115 (38% Investors, 17% Brokers) |
| Phone | 310-556-2721 |
| Address | 2000 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001021223 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Emcor Group Inc | 5.3 | 1.0 | |
| Lennox International Inc | 7.3 | 0.9 | |
| Primerica Inc | 4.6 | 0.9 | |
| Aspen Technology Inc | 12.0 | 0.8 | |
| Bentley Systems Inc | 9.8 | 0.8 | |
| Simpson Manufacturing Co Inc /CA/ | 4.2 | 0.8 | |
| Equifax Inc | 22.0 | 0.7 | |
| FTI Consulting Inc | 5.9 | 0.7 | |
| LPL Investment Holdings Inc | 15.3 | 0.7 | |
| Watsco Inc | 9.3 | 0.7 | |
| Fair Isaac Corp | 10.4 | 0.7 | |
| Teradyne Inc | 15.3 | 0.7 | |
| Henry Jack & Associates Inc | 13.1 | 0.7 | |
| Pool Corp | 14.1 | 0.6 | |
| Nordson Corp | 11.7 | 0.6 | |
| Landstar System Inc | 5.4 | 0.6 | |
| Berkley W R Corp | 18.3 | 0.6 | |
| RBC Bearings Inc | 0.5 | ||
| Thor Industries Inc | 4.3 | 0.5 | |
| Corvel Corp | 2.5 | 0.5 | |
| Rollins Inc | 17.0 | 0.5 | |
| Choice Hotels International Inc /DE | 6.4 | 0.5 | |
| Teledyne Technologies Inc | 17.4 | 0.5 | |
| Factset Research Systems Inc | 14.2 | 0.5 | |
| Interactive Brokers Group Inc | 5.7 | 0.5 | |
| Ryan Specialty Group Holdings Inc | 4.2 | 0.5 | |
| Acushnet Holdings Corp | 3.0 | 0.4 | |
| Zebra Technologies Corp | 15.9 | 0.4 | |
| Toro Co | 8.0 | 0.4 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 630 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,256 | 7.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 35 | 16.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 13 | 1.4 |
| (g) Pension and profit sharing plans | 79 | 2.4 |
| (h) Charitable organizations | 49 | 0.7 |
| (i) State or municipal government entities | 25 | 1.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.5 |
| (m) Corporations or other businesses not listed above | 60 | 1.4 |
| (n) Other | 34 | 9.7 |
| Total | 28,081 | 41.2 |
| By Discretionary | ||
| Discretionary | 28,081 | 41.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28,081 | 41.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 39.2 | |
| Total | 28,081 | 41.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001021223] | |
| SC 13G | [0001021223] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parnassus Investments LLC
✚
|
CA | 46.5 |
|
Betterment LLC
✚
|
NY | 45.9 |
|
Mondrian Investment Partners Limited
✚
|
45.3 | |
|
Sands Capital Management LLC
✚
|
VA | 45.0 |
|
Silchester International Investors LLP
✚
|
43.3 | |
|
Causeway Capital Management LLC
✚
|
CA | 40.6 |
|
Envestnet Portfolio Solutions Inc
✚
|
IL | 40.5 |
|
Calvert Research and Management
✚
|
DC | 38.4 |
|
Beutel Goodman & Company Ltd
✚
|
35.9 | |
|
Chandler Asset Management Inc
✚
|
CA | 35.8 |