RUDNEY ASSOCIATES, INC.
Legal name: RUDNEY ASSOCIATES
CRD #110235 SEC #801-60080 ALAMO, CA 925-838-0696
SEC Registered
Total AUM
$868.7M
Discretionary
$867.2M
Employees
2
Clients
--
Accounts
488
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $868.7M | $867.2M | $1.5M | 2 | 0 |
| Mar 2025 | $868.7M | $867.2M | $1.5M | 2 | 0 |
| Oct 2024 | $751.1M | $751.1M | $0 | 2 | 0 |
| Mar 2024 | $751.1M | $751.1M | $0 | 2 | 0 |
| Mar 2024 | $751.1M | $751.1M | $0 | 2 | 0 |
| Nov 2023 | $685.6M | $685.6M | $0 | 2 | 8 |
| Oct 2023 | $685.6M | $685.6M | $0 | 2 | 8 |
| Mar 2023 | $685.6M | $685.6M | $0 | 2 | 8 |
| Feb 2023 | $685.6M | $685.6M | $0 | 2 | 8 |
| Oct 2022 | $686.5M | $686.5M | $0 | 2 | 8 |
| Mar 2022 | $686.5M | $686.5M | $0 | 2 | 8 |
| Mar 2022 | $686.5M | $686.5M | $0 | 2 | 8 |
| Nov 2021 | $677.6M | $677.6M | $0 | 2 | 6 |
| Oct 2021 | $677.6M | $677.6M | $0 | 2 | 6 |
| Sep 2021 | $677.6M | $677.6M | $0 | 2 | 6 |
| Mar 2021 | $611.2M | $611.2M | $0 | 2 | 6 |
| Mar 2021 | $611.2M | $611.2M | $0 | 2 | 6 |
| Nov 2020 | $530.5M | $530.5M | $0 | 2 | 6 |
| Jun 2020 | $530.5M | $530.5M | $0 | 2 | 6 |
| Jun 2020 | $530.5M | $530.5M | $0 | 2 | 6 |
| Jun 2020 | $530.5M | $530.5M | $0 | 2 | 6 |
| Feb 2020 | $530.5M | $530.5M | $0 | 2 | 6 |
| Oct 2019 | $413.6M | $413.6M | $0 | 2 | 6 |
| Mar 2019 | $413.6M | $413.6M | $0 | 2 | 6 |
| Mar 2018 | $433.3M | $433.3M | $0 | 2 | 5 |
| Mar 2017 | $384.4M | $384.4M | $0 | 2 | 200 |
| Mar 2016 | $326.5M | $326.5M | $0 | 2 | 200 |
| Mar 2015 | $325.6M | $325.6M | $0 | 2 | 200 |
| Apr 2014 | $335.8M | $308.7M | $27.1M | 2 | 200 |
| Mar 2014 | $335.8M | $308.7M | $27.1M | 2 | 200 |
| Mar 2014 | $335.8M | $308.7M | $27.1M | 2 | 200 |
| Apr 2013 | $297.6M | $273M | $24.6M | 1 | 200 |
| Mar 2013 | $297.6M | $273M | $24.6M | 1 | 200 |
| Sep 2012 | $263.4M | $237.5M | $25.9M | 1 | 200 |
| Jul 2012 | $263.4M | $237.5M | $25.9M | 1 | 200 |
| Apr 2011 | $351.3M | $242.8M | $108.5M | 5 | -- |
| Jan 2011 | $232.4M | $221M | $11.3M | 5 | -- |
| Aug 2010 | $232.4M | $221M | $11.3M | 5 | -- |
| Mar 2009 | $200M | $200M | $0 | 5 | -- |
| Mar 2007 | $282M | $282M | $0 | 5 | -- |
| Mar 2006 | $233M | $230M | $3M | 5 | -- |
| Jun 2005 | $185M | $185M | $0 | 5 | -- |
| Mar 2004 | $171M | $0 | $171M | 5 | -- |
| Mar 2002 | $151M | $150M | $1M | 5 | -- |
DateApr 2025
Total AUM$868.7M
Discretionary$867.2M
Non-Disc.$1.5M
Employees2
Clients0
DateMar 2025
Total AUM$868.7M
Discretionary$867.2M
Non-Disc.$1.5M
Employees2
Clients0
DateOct 2024
Total AUM$751.1M
Discretionary$751.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$751.1M
Discretionary$751.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$751.1M
Discretionary$751.1M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$685.6M
Discretionary$685.6M
Non-Disc.$0
Employees2
Clients8
DateOct 2023
Total AUM$685.6M
Discretionary$685.6M
Non-Disc.$0
Employees2
Clients8
DateMar 2023
Total AUM$685.6M
Discretionary$685.6M
Non-Disc.$0
Employees2
Clients8
DateFeb 2023
Total AUM$685.6M
Discretionary$685.6M
Non-Disc.$0
Employees2
Clients8
DateOct 2022
Total AUM$686.5M
Discretionary$686.5M
Non-Disc.$0
Employees2
Clients8
DateMar 2022
Total AUM$686.5M
Discretionary$686.5M
Non-Disc.$0
Employees2
Clients8
DateMar 2022
Total AUM$686.5M
Discretionary$686.5M
Non-Disc.$0
Employees2
Clients8
DateNov 2021
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees2
Clients6
DateOct 2021
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees2
Clients6
DateSep 2021
Total AUM$677.6M
Discretionary$677.6M
Non-Disc.$0
Employees2
Clients6
DateMar 2021
Total AUM$611.2M
Discretionary$611.2M
Non-Disc.$0
Employees2
Clients6
DateMar 2021
Total AUM$611.2M
Discretionary$611.2M
Non-Disc.$0
Employees2
Clients6
DateNov 2020
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees2
Clients6
DateJun 2020
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees2
Clients6
DateJun 2020
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees2
Clients6
DateJun 2020
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees2
Clients6
DateFeb 2020
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees2
Clients6
DateOct 2019
Total AUM$413.6M
Discretionary$413.6M
Non-Disc.$0
Employees2
Clients6
DateMar 2019
Total AUM$413.6M
Discretionary$413.6M
Non-Disc.$0
Employees2
Clients6
DateMar 2018
Total AUM$433.3M
Discretionary$433.3M
Non-Disc.$0
Employees2
Clients5
DateMar 2017
Total AUM$384.4M
Discretionary$384.4M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$326.5M
Discretionary$326.5M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$325.6M
Discretionary$325.6M
Non-Disc.$0
Employees2
Clients200
DateApr 2014
Total AUM$335.8M
Discretionary$308.7M
Non-Disc.$27.1M
Employees2
Clients200
DateMar 2014
Total AUM$335.8M
Discretionary$308.7M
Non-Disc.$27.1M
Employees2
Clients200
DateMar 2014
Total AUM$335.8M
Discretionary$308.7M
Non-Disc.$27.1M
Employees2
Clients200
DateApr 2013
Total AUM$297.6M
Discretionary$273M
Non-Disc.$24.6M
Employees1
Clients200
DateMar 2013
Total AUM$297.6M
Discretionary$273M
Non-Disc.$24.6M
Employees1
Clients200
DateSep 2012
Total AUM$263.4M
Discretionary$237.5M
Non-Disc.$25.9M
Employees1
Clients200
DateJul 2012
Total AUM$263.4M
Discretionary$237.5M
Non-Disc.$25.9M
Employees1
Clients200
DateApr 2011
Total AUM$351.3M
Discretionary$242.8M
Non-Disc.$108.5M
Employees5
Clients--
DateJan 2011
Total AUM$232.4M
Discretionary$221M
Non-Disc.$11.3M
Employees5
Clients--
DateAug 2010
Total AUM$232.4M
Discretionary$221M
Non-Disc.$11.3M
Employees5
Clients--
DateMar 2009
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$282M
Discretionary$282M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$233M
Discretionary$230M
Non-Disc.$3M
Employees5
Clients--
DateJun 2005
Total AUM$185M
Discretionary$185M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$171M
Discretionary$0
Non-Disc.$171M
Employees5
Clients--
DateMar 2002
Total AUM$151M
Discretionary$150M
Non-Disc.$1M
Employees5
Clients--