Kayne Anderson Rudnick Investment

Manager
EIN 954575414
Public LPs on the tape
3
distinct allocators disclosing a fund
Commitment rows
3
0 dated closings
Disclosed commitments
Not disclosed
sum of the LPs' own amounts; repeats across reports
Re-ups / new
0 / 0
the plans' own words
Corporate plans
18
Schedule C investment manager rows

15 more corporate plans and 6 more commitment rows

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Who backs this manager

3 allocators
AllocatorRowsRe-upsDisclosed $BucketsFirstLatest
I.B.E.W. Local 38 Pension Plan30Pooled vehiclesApr 30, 2023Apr 30, 2025
Boilermaker-Blacksmith National Pension Trust30Pooled vehiclesDec 31, 2022Dec 31, 2024
Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust30Pooled vehiclesDec 31, 2022Dec 31, 2024

Funds on the tape

1 vehicle

Corporate and Taft-Hartley plans (Schedule C)

18 plans

+15 more corporate plans name this manager on Schedule C

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Commitment rows

9 rows
DateAllocatorFundBucketAmountVintageStatusSource
as of Apr 30, 2025I.B.E.W. Local 38 Pension PlanKayne Anderson Rudnick Coll. Inv Trcollective trustPooled vehicles$23.0M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Boilermaker-Blacksmith National Pension TrustKayne Anderson Rudnick Coll. Inv Trcollective trustPooled vehicles$101M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Pension Plan of the Oregon Sheet Metal Workers Master Retirement TrustKayne Anderson Rudnick Coll. Inv Trcollective trustPooled vehicles$41.2M heldDisclosed holdingaskebsa.dol.gov

+6 more commitment rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

  • Dec 31, 2024Manager relationship endedinferenceNational Federation of Independent Business Retirement Plan
    Kayne Anderson Rudnick no longer appears on National Federation of Independent Business Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Kayne Anderson Rudnick Investmentaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedM.s.s.a.-I.l.a. Pension Plan
    Kayne Anderson Rudnick appears on M.s.s.a.-I.l.a. Pension Plan's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kayne Anderson Rudnick Investmentaskebsa.dol.gov
  • Dec 31, 2023Manager relationship startedUfcw Consolidated Pension Fund
    Kayne Anderson Rudnick Investment M appears on Ufcw Consolidated Pension Fund's Schedule C as investment manager (plan year 2023 vs 2022)
    with Kayne Anderson Rudnick Investmentaskebsa.dol.gov
Capital chain

Kayne Anderson Rudnick Investment sits on 2 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 2 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

Checking your plan…

›Connections

every published relationship on the graph

+21 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.