Kayne Anderson Rudnick (KAR)
- Company typePrivate
- Founded1984
- HeadquartersLos Angeles, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Kayne Anderson Rudnick (KAR) firmographics
Firmographics- Name
- Kayne Anderson Rudnick (KAR)
- Legal name
- Kayne Anderson Rudnick Investment Management, LLC
- Website
- https://kayne.com
- Company type
- Private
- Founded year
- 1984
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Kayne Anderson Rudnick (KAR) industry classification
Industry- Product category
- Investment Management & Wealth Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Kayne Anderson Rudnick (KAR) is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
Kayne Anderson Rudnick (KAR) business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: KAR generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). The firm manages $55 billion in assets across investment management and wealth advisory services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Kayne Anderson Rudnick (KAR) product offering
Product offeringCore offering
Kayne Anderson Rudnick (KAR) is a quality-focused investment management and wealth advisory firm managing approximately $55 billion in assets across multiple equity strategies spanning small, small-mid, mid, large, and all-cap domestic and international portfolios in core, value, and growth styles. The firm applies a bottom-up fundamental research approach with concentrated, high-conviction portfolios of 25-35 holdings and long-term (10-year) investment horizons to serve institutional clients, public funds, endowments, foundations, and high-net-worth individuals.
Product overview
Kayne Anderson Rudnick (KAR) operates as a unified investment management and wealth advisory platform. The investment management division offers multiple distinct equity strategies across market capitalizations (small cap, small-mid cap, mid cap, large cap) and styles (core, growth, value, thematic, impact-aligned), along with long-short strategies. KAR's quality investment philosophy is applied consistently across all strategies, focusing on companies with competitive advantages, sustainable growth, and robust economics. The wealth management division provides comprehensive advisory services including financial planning, investment advisory, executive services, and consulting. The firm manages approximately $55 billion in assets and serves institutional clients, public funds, endowments, foundations, and high-net-worth individuals.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- PSN Top Guns designation for Small-Mid Cap Core and Mid Cap Core strategies in 2025
- +2 more outcomes
Companies that use Kayne Anderson Rudnick (KAR)
Customer profileSegments3 records
Ideal customer profiles3 records
Kayne Anderson Rudnick (KAR) technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature1 record
Kayne Anderson Rudnick (KAR) partnerships and signals
Strategic signalScale indicators4 records
Recent moves11 records
Expansion highlights5 records
Kayne Anderson Rudnick (KAR) competitors and assessment
Company assessmentDirect peers
- Capital Group: Capital Group is one of the largest privately-held American active investment managers (~$3T AUM) with American Funds mutual funds and a quality-focused, fundamental research approach. Directly comparable to KAR as a private, research-intensive active manager serving both institutional and retail channels through mutual funds and SMAs.
- Dodge & Cox: San Francisco-based, privately-held active manager (~$300B AUM) with a value-oriented, fundamental research philosophy and concentrated portfolios. Closely comparable to KAR on style (long-term, fundamental, concentrated), structure (private partnership, employee-owned), and client base (institutional + retail via mutual funds).
- Brown Brothers Harriman Investor Services: BBH is a 200+ year old private partnership offering investment management and wealth advisory to institutions and HNW families. Directly comparable to KAR's dual-arms model (investment management + wealth advisory), private partnership governance, and high-touch client service ethos.
- Dimensional Fund Advisors: Dimensional is a leading privately-held systematic/factor-based investment manager with ~$600B AUM, serving financial advisors and institutional clients via mutual funds and SMA strategies. Comparable to KAR as a private, advisor-channel-focused active manager with a disciplined equity philosophy.
- Bessemer Trust: Bessemer Trust is a privately-held wealth management and investment advisory firm specializing in HNW and ultra-HNW families (~$$140B AUM). Closely comparable to KAR's Wealth Advisory division — direct HNW service model, integrated investment management + financial planning, and private partnership structure.
- Glenmede: Glenmede is an independent, privately-held investment and wealth management firm ($50B+ AUM) serving HNW individuals, families, foundations, and endowments. Highly comparable to KAR on structure (independent, private), service mix (investment management + wealth advisory), and target client segments.
- Ariel Investments: Ariel is a privately-held, Chicago-based value/quality boutique active manager ($15B+ AUM) running mutual funds and SMAs for institutional and retail clients. Comparable to KAR as a private, boutique, fundamental-research-driven active manager with mutual fund distribution.
Broad incumbents
- T. Rowe Price: T. Rowe Price is a large publicly-traded active asset manager (~$1.6T AUM) with a broad multi-cap, multi-style equity lineup distributed through intermediary and institutional channels. Comparable to KAR on investment strategy breadth and retail/intermediary distribution model, but materially larger and more diversified.
- Fisher Investments: Fisher Investments is one of the largest independent RIAs (~$200B+ AUM) serving HNW and institutional clients with a global equity approach. Comparable to KAR on the private RIA/wealth advisory service model and high-net-worth target market, though at materially larger scale.
Emerging players
- Eaton Vance (Morgan Stanley IM): Eaton Vance (now part of Morgan Stanley Investment Management) was a Boston-based active manager known for value/quality equity strategies and high-conviction portfolios distributed via intermediary and institutional channels. Comparable to KAR on style (fundamental, concentrated) and platform model before its acquisition.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Kayne Anderson Rudnick (KAR) social profiles
Digital presenceKayne Anderson Rudnick (KAR) compliance and trust
Trust signalCompliance4 records
Kayne Anderson Rudnick (KAR) financial estimates
Financial estimateRevenue estimate
Valuation estimate
Kayne Anderson Rudnick (KAR) leadership team
Management profileNumber of profiles
Profiles12 records
Kayne Anderson Rudnick (KAR) funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Kayne Anderson Rudnick (KAR) M&A and investment
M&A and investmentM&A
Investments4 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Kayne Anderson Rudnick (KAR)
What does Kayne Anderson Rudnick (KAR) do?
Kayne Anderson Rudnick (KAR) is a quality-focused investment management and wealth advisory firm managing approximately $55 billion in assets across multiple equity strategies spanning small, small-mid, mid, large, and all-cap domestic and international portfolios in core, value, and growth styles. The firm applies a bottom-up fundamental research approach with concentrated, high-conviction portfolios of 25-35 holdings and long-term (10-year) investment horizons to serve institutional clients, public funds, endowments, foundations, and high-net-worth individuals.
Is Kayne Anderson Rudnick (KAR) a public or private company?
Kayne Anderson Rudnick (KAR) is a private company. It is classified as corporate owned and is currently operating.
When was Kayne Anderson Rudnick (KAR) founded?
Kayne Anderson Rudnick (KAR) was founded in 1984. It employs 101 to 250 people.
Where is Kayne Anderson Rudnick (KAR) based?
Kayne Anderson Rudnick (KAR) is headquartered in Los Angeles, United States, in the North America region.
How does Kayne Anderson Rudnick (KAR) make money?
One revenue line is on record: investment Advisory Fees.
Who are Kayne Anderson Rudnick (KAR)'s main competitors?
Direct peers on record are Capital Group, Dodge & Cox, Brown Brothers Harriman Investor Services, Dimensional Fund Advisors, Bessemer Trust, Glenmede and Ariel Investments. Broad incumbents are T. Rowe Price and Fisher Investments. Eaton Vance (Morgan Stanley IM) is listed as an emerging player.
Does Kayne Anderson Rudnick (KAR) have an API?
No public API is recorded for Kayne Anderson Rudnick (KAR).
What industry is Kayne Anderson Rudnick (KAR) in?
Kayne Anderson Rudnick (KAR)'s product category is Investment Management & Wealth Advisory. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.