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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kayne Anderson Rudnick Investment Management LLC
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| CRD # | 104599 |
| SEC # | 801-24241 |
| CIK # | 0001021223 |
| AUM | $45.5 B (2025-03-26) |
| Employees | 119 (39% Investors, 16% Brokers) |
| Phone | 310-556-2721 |
| Address | 2000 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| LPL Investment Holdings Inc | 1.0 | ||
| Primerica Inc | 1.0 | ||
| Henry Jack & Associates Inc | 0.8 | ||
| Bentley Systems Inc | 0.8 | ||
| Berkley W R Corp | 0.8 | ||
| Equifax Inc | 0.8 | ||
| Teledyne Technologies Inc | 0.8 | ||
| Simpson Manufacturing Co Inc /CA/ | 0.7 | ||
| Emcor Group Inc | 0.7 | ||
| Interactive Brokers Group Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 668 | 0.4 |
| (b) Individuals (high net worth individuals) | 1,387 | 8.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 35 | 17.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 17 | 1.7 |
| (g) Pension and profit sharing plans | 43 | 2.4 |
| (h) Charitable organizations | 43 | 0.8 |
| (i) State or municipal government entities | 22 | 1.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.3 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.5 |
| (m) Corporations or other businesses not listed above | 60 | 1.7 |
| (n) Other | 25,154 | 11.0 |
| Total | 27,435 | 45.5 |
| By Discretionary | ||
| Discretionary | 27,435 | 45.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 27,435 | 45.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 43.2 | |
| Total | 27,435 | 45.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001021223] | |
| SC 13G | [0001021223] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Breckinridge Capital Advisors Inc
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|
MA | 51.0 |
|
Parnassus Investments LLC
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|
CA | 45.7 |
|
Sands Capital Management LLC
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|
VA | 45.2 |
|
Causeway Capital Management LLC
✚
|
CA | 42.7 |
|
Chandler Asset Management Inc
✚
|
CA | 41.6 |
|
Mondrian Investment Partners Limited
✚
|
41.5 | |
|
Jasper Ridge Partners LP
✚
|
TX | 40.1 |
|
Calvert Research and Management
✚
|
DC | 39.5 |
|
Capital Group Private Client Services Inc
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|
CA | 38.3 |
|
Earnest Partners LLC
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|
GA | 38.3 |