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.