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KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
CRD 104599File 801-24241
APPROVED
Retail clients
Disclosure events
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$39.36B
Top 10% of cohort (national)
Discretionary AUM
$39.36B
Clients
2,226
24,735 accounts
Employees
134
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 22, 1985
- Principal office
- 2000 AVENUE OF THE STARS, SUITE 1110, LOS ANGELES, CA, 90067
- Phone
- 310-556-2721
- Website
- HTTPS://KAYNE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $39.36B
- Discretionary AUM
- $39.36B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 24,735
- Non-discretionary accounts
- 0
- Total accounts
- 24,735
- AUM per client
- $17.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 53 | $1.28B |
| Non-U.S. persons | Fewer than 5 | $485.0M |
| Insurance companies | 5 | $496.1M |
| Investment companies | 36 | $13.58B |
| Charitable organizations | 40 | $819.4M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 1,409 | $7.68B |
| Pooled investment vehicles | 17 | $1.79B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 60 | $2.39B |
| State or municipal government entities | 19 | $1.32B |
| Individuals (other than high net worth individuals) | 586 | $259.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 24,735 | 2,226 | decreased by22,509 |
| Apr 1, 2026 | Employees | 119 | 134 | increased by15 |
| Apr 1, 2026 | Clients | 27,435 | 24,735 | decreased by2,700 |
| Apr 1, 2026 | AUM | $45,493,862,358 | $39,356,570,820 | decreased by$6,137,291,538 |
| Apr 1, 2026 | Accounts | 27,435 | 24,735 | decreased by2,700 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 109 | 119 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 24,478 | 27,435 | increased by2,957 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $47,269,258,792 | $45,493,862,358 | decreased by$1,775,396,434 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 24,478 | 27,435 | increased by2,957 |
| Apr 1, 2022 | Employees | 94 | 109 | increased by15 |
| Apr 1, 2022 | Clients | 17,093 | 24,478 | increased by7,385 |
| Apr 1, 2022 | AUM | $39,581,789,253 | $47,269,258,792 | increased by$7,687,469,539 |
| Apr 1, 2022 | Accounts | 17,091 | 24,478 | increased by7,387 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KAYNE ANDERSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KAYNE ANDERSON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.