Private fund adviser · New York, NY
Kudu Investment Holdings, LLC
SEC-registered investment adviser · CRD 174350 · SEC 801-80974
At a glance
Kudu Investment Holdings, LLC is an SEC-registered investment adviser based in New York, New York, with $1.4 billion in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,996th of 4,686 private fund advisers and 4,463rd of 17,210 SEC-registered advisers by assets.
Main office 212-257-6422kuduinvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among private fund advisers
- #1,996 of 4,686
- Rank among all SEC RIAs
- #4,463 of 17,210
- Rank in New York
- #1,016 of 2,591
- Clients
- 1
- Accounts
- 1
- Discretionary
- 0% of AUM
- Employees
- 18
- Advisory staff
- 7
- Offices
- 1
Owners and executives on its Form ADV
- Robert S. JakackiChief Executive Officer / Chief Investment Officer of Parent Company
- Nicholas (. PlattVice Chairman
- Gavin W. McLeodChief Financial Officer of Parent Company
- Charles A. RuffelChairman of Parent Company
- Jonathan A. CramerDirector of Parent Company
- Wesley C. BellDirector of Parent Company
- Seungjun C. ShinMember of Parent Company
- Nancy Q. KeelerMember of Parent Company
- Shubham ChandnaDirector of Parent Company
- Susannah M. ApuzzoCCO / Managing Director, Legal & Investments
- Adam M. BeginDirector of Parent Company
Custody and brokerage
Custodian
Kudu Investment Holdings, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 1 | $1.4B | 100% |
Private funds
Kudu Investment Holdings, LLC reports 1 private funds with $1.4B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Kudu Investment Holdings, LLC answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗kuduinvestment.com ↗
AtlasMembers
The full record on Kudu Investment Holdings, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,019 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Kudu Investment Holdings, LLC manage?
Kudu Investment Holdings, LLC reports $1.4 billion in regulatory assets under management across 1 accounts, on its Form ADV filed May 18, 2026.
What kind of firm is Kudu Investment Holdings, LLC?
Kudu Investment Holdings, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets. A public reporting company controls it.
Who are Kudu Investment Holdings, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($1.4 billion, 1 clients).
Does Kudu Investment Holdings, LLC manage private funds?
Yes. It reports 1 private funds with $1.4 billion in gross assets, including private equity funds.
Does Kudu Investment Holdings, LLC have any disciplinary history?
Kudu Investment Holdings, LLC answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Kudu Investment Holdings, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →