KUDU INVESTMENT HOLDINGS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.4B
Discretionary
$0
0% of AUM
Avg account
$1.4B
Accounts
1
Employees
18
Advisory reps
11

Firm details

Headquarters
New York, New York
CRD number
174350
Registered since
February 13, 2015
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Kudu Investment Holdings, LLC is organized as a limited liability company and operates as a private equity manager focused on pooled investment vehicles for institutional investors. The firm is SEC-registered (since 2015) and positions itself as an active sponsor/GP and managing member of pooled funds rather than as an independent capital allocator. Its advisory work centers on portfolio management for pooled vehicles and its compensation is primarily performance‑based. Kudu reports a domestic ownership structure and maintains industry ties that include law firms and an insurance company, reflecting transactional and risk-management linkages common for fund sponsors. The firm does not describe itself as an ESG-focused investor and is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • GAVIN MCLEOD

    Partner & Chief Financial OfficerCRD 5636101

Contacts

3 of 10
  • Susannah Apuzzo

    DirectorCRD 8211078

  • Shubham Chandna

    DirectorCRD 7894664

  • NICHOLAS PLATT

    Vice ChairmanCRD 5875942

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
505 Fifth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth