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Caleb Padraig Powell

Kayne Anderson Rudnick Investment Management, LLC

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About Caleb Padraig Powell

Caleb Powell is an investment advisor representative with Kayne Anderson Rudnick Investment Management, LLC. Caleb Powell has been in the securities industry since July 1994. Caleb Powell is registered with the state of California as an investment advisor representative. Caleb Powell has a Series 6 and a Series 65 license. Caleb Powell has specialized in providing investment advice to individuals, corporations, investment companies, pooled investment vehicles, charitable organizations and pension and profit sharing plans. Caleb Powell has been with Kayne Anderson Rudnick Investment Management, LLC since February 2004.

Firm Information

Caleb Powell is currently registered with Kayne Anderson Rudnick Investment Management, LLC. Kayne Anderson Rudnick Investment Management, LLC is an investment advisor headquartered in Los Angeles, California. The firm manages over $41 billion in assets for a variety of clients, including individuals, institutions, and investment companies. They provide financial planning, portfolio management services, and discretionary wrap programs. The firm specializes in private equity, real estate, and energy investments.
Kayne Anderson Rudnick Investment Management, LLC

2000 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$41.19B

Assets Under Management

93

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Caleb Powell’s Registration & Firm History

CA

05/05/2004 - Present

Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)

CA

07/25/1994 - 08/22/1996

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

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Licenses & Designations

IA

Issued 05/04/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb Padraig Powell.
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