Kevin
O'Regan
Kayne Anderson Rudnick Investment Management, LLC
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About this Advisor
Kevin O'Regan is a financial advisor based in Los Angeles, California, working with Kayne Anderson Rudnick Investment Management, LLC. Kevin has previously held positions at Quasar Distributors, LLC, Balter Liquid Alternatives, Ngam Distribution, L.P, The Blackstone Group, Blackstone Advisory Partners L.P, Kayne Anderson Rudnick Investment Management, and Vp Distributors LLC. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Massachusetts, New York, and Rhode Island. Currently, Kevin is part of Kayne Anderson Rudnick Investment Management, LLC, which operates out of Los Angeles, California. The firm has 17 offices and 115 employees. The firm manages assets totaling $41.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Kayne Anderson Rudnick Investment Management, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details
$41,186,294,289
115
28,081
$1,466,696
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
Kevin O'Regan Work History
Kayne Anderson Rudnick Investment Management
Vp Distributors LLC
The Blackstone Group
Blackstone Advisory Partners L.P
Ngam Distribution, L.P
Quasar Distibutors, LLC
Balter Liquid Alternatives
Disclosures
Please visit the SEC profile of Kevin O'Regan 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
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Salt Lake City, UT
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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