Carina
Berlin

Kayne Anderson Rudnick Investment Management, LLC

CRD#6260735
Investment Advisor
in Los Angeles, CA

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About this Advisor

Carina Berlin is a certified financial planner who works in Los Angeles, California, who has 1 year of industry experience. Berlin is currently employed by Kayne Anderson Rudnick Investment Management, LLC. The advisor has gained experience at Glocap Temp LLC, Capital Bank And Trust Company, Rjl Resources, Capital Group Private Client Services, Inc and Kayne Anderson Rudnick Investment Management, LLC. Berlin holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in California. Kayne Anderson Rudnick Investment Management, LLC is a firm that has its headquarters in Los Angeles, CA. The company has offices in 16 locations and a total of 114 financial advisors. It handles $34 billion in assets among its 26,684 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 26,684 customer accounts, 56% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Kayne Anderson Rudnick Investment Management, LLC offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees vary depending on the type of financial services offered. However, fees charged by Kayne Anderson Rudnick Investment Management, LLC likely are comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2000 Avenue Of The Stars Suite 1110
Los Angeles, CA 90067

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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details

Total Assets Under Management

$33,531,267,174

CA Average: $7,578,581,321
Total Number of Employees

114

CA Average: 43
Total Number of Accounts

26,684

CA Average: 3,727
Average Account Size

$1,256,606

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Carina Berlin Work History

Carina has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Kayne Anderson Rudnick Investment Management, LLC

2021 - 2022 (1 year)

Capital Group Private Client Services, Inc

2014 - 2021 (7 years)

Capital Bank And Trust Company

2013 - 2013 (< 1 year)

Glocap Temp LLC

2013 - 2016 (3 years)

Glocap Temp LLC

2013 - 2013 (< 1 year)

Rjl Resources

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Carina Berlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC

Yuyen Chang
Los Angeles, CA
Darnel Bentz
Los Angeles, CA
Carina Berlin
Los Angeles, CA
Oren Cabir
Los Angeles, CA
Tyler Sterk
Los Angeles, CA
Michael Montgomery
Los Angeles, CA
Bridget Costello
Los Angeles, CA
Samuel Waltman
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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