KUDU INVESTMENT HOLDINGS, LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

16 14.29%

of those in investment advisory functions:

6

Registration:

SEC, Approved, 2/13/2015

AUM:

890,267,980 27.20%

of that, discretionary:

0

Private Fund GAV:

890,267,980 27.20%

Avg Account Size:

445,133,990 27.20%

SMA’s:

NO

Private Funds:

2

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
744M 638M 532M 425M 319M 213M 106M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

AMB :- Kudu invests in private equity and credit manager Escalate
09/07/2022

B. G., Opalesque Geneva: Kudu has made a minority investment in Escalate Capital Partners. Financial terms were not disclosed. Kudu Investment Management provides permanent capital solutions to independent asset and we...Article Link

opalesque.com

MassMutual Provides $300MM Credit Facility to Kudu Investment Management
04/01/2021

Kudu Investment Management closed a $300 million credit facility ... including alternative credit, hedge funds, impact investing, private equity, public equity, and real assets. "Kudu's thoughtful capital solutions are beneficial to asset and wealth ...

abladvisor.com

Kudu Investment Management Closes New $300 Million Credit Facility With MassMutual
03/31/2021

NEW YORK, March 31, 2021 /PRNewswire/ -- Kudu Investment Management, LLC, (Kudu) a provider of permanent capital solutions to asset and wealth managers globally, today announced the closing of a $ ...

prnewswire.com

Kudu Investment Management Closes New $300 Million Credit Facility With MassMutual
03/31/2021

Before it's here, it's on the Bloomberg Terminal.

Bloomberg

Kudu Investment Management Closes New $300 Million Credit Facility With MassMutual
03/31/2021

NEW YORK, March 31, 2021 /PRNewswire/ -- Kudu Investment Management, LLC, (Kudu) a provider of permanent capital solutions to asset and wealth managers globally, today announced the closing of a $ ...

benzinga.com

Kudu Investment Management Closes New $300 Million Credit Facility With MassMutual
03/31/2021

NEW YORK, March 31, 2021 /PRNewswire/ -- Kudu Investment Management ... including alternative credit, hedge funds, impact investing, private equity, public equity, and real assets. "Kudu's thoughtful capital solutions are beneficial to asset and wealth ...

Morningstar


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 2 $890,267,980

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Private Funds



Employees




Brochure Summary

Overview

Firm Description Kudu Investment Holdings, LLC (“KIH”), a Delaware limited liability company, provides investment advisory services to pooled investment vehicles focused on minority equity investments in asset and wealth managers in the United States, Canada, the United Kingdom and Australia. KIH provides investment advisory services to institutional investors on a non‐discretionary basis including pooled investment vehicles (the “Clients”). As of the date of this Brochure, in addition to investing for its own account, KIH’s only other client is Kudu Investment Fund Partners I, LP (“KIFP I”). As used herein, the term Client shall also include KIH when making investments for its own account. KIH bases its advice to each Client on the investment objectives and restrictions, if any, set forth in the applicable
organizational document, limited partnership agreement, investment management agreement, and/or subscription agreements, as the case may be, of each pooled investment vehicle Client (each, a “Fund Document” and, collectively, the “Fund Documents”). As of the date of this Brochure, KIH is a wholly‐owned subsidiary of Kudu Investment Management, LLC (“KIM”), the principal owner of which is WM Regent, Ltd., a subsidiary of WM International Holdings, Ltd., a subsidiary of WM Hinson (Bermuda) Ltd., a subsidiary of White Mountains Insurance Group, Ltd. The principals of KIM own the remaining piece of KIM. Client assets As of March 28, 2024, KIH has $890,267,980 of non‐discretionary regulatory assets under management which includes approximately $130,000,000 of uncalled capital commitments to KIH.