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Alexander Michael Mansfield

Investment adviser representative at Kayne Anderson Rudnick Investment Management, LLC
13 yearsExperience
1 stateRegistered in
$39.4BFirm assets
41 yearsFirm in business

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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

13 years in the industry.

  1. Kayne Anderson Rudnick Investment Management, LLCFeb 2022 to now
  2. Beacon Pointe Advisors, LLCSep 2020 to Feb 2022
  3. Independent Testing LaboratoriesApr 2020 to Jul 2020
  4. Tommy BahamaSep 2019 to Sep 2020
  5. Liberty UniversityAug 2019 to Aug 2020
  6. UBS Financial ServicesMay 2019 to Aug 2019
  7. California Baptist UniversitySep 2018 to Jun 2019
  8. UnemployedMay 2018 to Sep 2018
  9. San Diego Christian CollegeSep 2017 to May 2018
  10. Crossline Community ChurchSep 2016 to Mar 2020
  11. Capistrano Valley Christian SchoolSep 2013 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
7099963
Firm CRD
104599
Advisor's SEC record (opens in a new tab)
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