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Grace Lee Apuy

Kayne Anderson Rudnick Investment Management, LLC

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About Grace Lee Apuy

Grace Lee Apuy is a financial professional with over 15 years of experience in the financial services industry. Grace is currently registered with Kayne Anderson Rudnick Investment Management, LLC and is also a Certified Financial Planner. Grace has held previous positions with VP Distributors LLC and Fidelity Brokerage Services LLC. Grace's professional experience includes working with a variety of clients including individuals, high net worth individuals, corporations, insurance companies, and pension plans. Grace specializes in portfolio management and financial planning.

Firm Information

Grace Apuy 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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Grace Apuy’s Registration & Firm History

CA

11/05/2019 - Present

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

CA

06/03/2011 - 12/07/2017

VP DISTRIBUTORS LLC (LOS ANGELES CA)

CA

02/18/2005 - 03/22/2011

FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 04/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grace Lee Apuy.
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