LOS ANGELES, CACRD 104599Latest ADV March 27, 2026
Kayne Anderson Rudnick Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 27, 2026, reports $39.4B in regulatory assets under management, 134 employees, 22 offices, and 24,735 accounts.
Assets Under Management
$39.4B
Employees
134
Offices
22 offices
Total Clients
24,735
Primary office
LOS ANGELES, CA
2000 AVENUE OF THE STARS, SUITE 1110, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentDISCRETIONARY WRAP represent 91.0% of total clients.
Top client categories% of clientsClients
1
DISCRETIONARY WRAP
91.0%
22,509
2
HNWI
5.7%
1,409
3
Individuals
2.4%
586
4
Pension Plans
0.2%
60
5
Corporations
0.2%
53
Additional categories (<0.1%)
Insurance Cos.5 clients
Sovereign Wealth<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$39.4Bas of March 27, 2026
Discretionary100.0%
$39.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$39.4B
Total Accounts24,735
10Y AUM Change+$26.6B (+208.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees134
Clients per Employee185:1
10Y Employee Change+48 (+55.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.