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| Keyboard |
| Rudney Associates Inc
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|---|---|
| CRD # | 110235 |
| SEC # | 801-60080 |
| CIK # | |
| AUM | 940.2 M (2026-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-838-0696 |
| Address | 1499 Danville Blvd, Suite 250 Alamo, CA 94507 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 112.4 |
| (b) Individuals (high net worth individuals) | 250 | 787.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 16.6 |
| (h) Charitable organizations | 5 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 492 | 940.2 |
| By Discretionary | ||
| Discretionary | 485 | 938.8 |
| Non-Discretionary | 7 | 1.4 |
| Total | 492 | 940.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 940.2 | |
| Total | 492 | 940.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 12 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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Roberts Glore & Co
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|
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MI | 937.0 M |
|
Hartline Investment Corp
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|
Heronbridge Investment Management LLP
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|
935.3 M | |
|
Crane Advisory LLC
✚
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