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Tyler Jeffrey Sterk

Kayne Anderson Rudnick Investment Management, LLC

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About Tyler Jeffrey Sterk

Tyler Jeffrey Sterk is an investment advisor representative at Kayne Anderson Rudnick Investment Management, LLC and has been in the industry since April 2018. Tyler Sterk holds the Series 66, SIE and Series 7 licenses. Tyler Sterk has experience working with various client types, including high-net-worth individuals, corporations, and institutional investors. Tyler Sterk is a Certified Financial Planner, and their firm offers a variety of financial planning services, including portfolio management for individuals, businesses, and investment companies.

Firm Information

Tyler Sterk 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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Tyler Sterk’s Registration & Firm History

CA

05/31/2022 - Present

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

CA

04/05/2018 - 08/20/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Jeffrey Sterk.
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