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Oren Cabir

Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$39.4BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Kayne Anderson Rudnick Investment Management, LLCNov 2022 to now
  2. Vp Distributors LLCNov 2022 to now
  3. City National RochdaleJul 2020 to Oct 2022
  4. UnemployedMar 2020 to Jun 2020
  5. City National RochdaleFeb 2018 to Feb 2020
  6. City National BankJan 2017 to Jan 2018
  7. Hapoalim Securities USA IncSep 2012 to Dec 2016

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012

State registrations

Registered as an investment adviser representative in 1 state (CA).

Kayne Anderson Rudnick Investment Management, LLC

$39.4BAssets managed
24,735Clients
36Advisers
41 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6111372
Firm CRD
104599
Advisor's SEC record (opens in a new tab)
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