KUDU INVESTMENT HOLDINGS, LLC

KUDU INVESTMENT HOLDINGS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 174350). Regulatory assets under management: $1.4B. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: Performance.

Clients served: Investment cos.

Officers, owners & control persons (30)

Showing 25 of 30 people.

NameRoleLocation
Robert Scott JakackiCHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER OF PARENT COMPANY—
Nicholas Nmn PlattCHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER OF PARENT COMPANY; VICE CHAIRMAN—
Gavin Winston McleodCHIEF FINANCIAL OFFICER OF PARENT COMPANY—
Charles Anthony RuffelCHAIRMAN OF PARENT COMPANY—
Jonathan Adam CramerDIRECTOR OF PARENT COMPANY—
George Manning RountreeDIRECTOR OF PARENT COMPANY—
Wesley Conger BellDIRECTOR OF PARENT COMPANY—
Seungjun Christopher ShinMEMBER OF PARENT COMPANY—
Susannah Margaret ApuzzoCCO / DIRECTOR, LEGAL & INVESTMENTS; CCO / MANAGING DIRECTOR, LEGAL & INVESTMENTS—
Nancy Quinn KeelerMEMBER OF PARENT COMPANY—
Shubham ChandnaDIRECTOR OF PARENT COMPANY—
ROUNTREE G MANNINGDIRECTOR; DIRECTOR OF PARENT COMPANY—
JAKACKI ROBERT SCOTTCHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER OF PARENT COMPANY; CO-CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER OF PARENT COMPANY; MEMBER / CO-CHIEF EXECUTIVE OFFICER / CHIEF INVESTMENT OFFICER—
PLATT NICHOLAS NMNCHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER OF PARENT COMPANY; MEMBER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER—
MCLEOD GAVIN WINSTONCHIEF FINANCIAL OFFICER OF PARENT COMPANY; MEMBER / CHIEF FINANCIAL OFFICER—
RUFFEL CHARLES ANTHONYCHAIRMAN OF PARENT COMPANY; CO-CHIEF EXECUTIVE OFFICER / EXECUTIVE CHAIRMAN OF PARENT COMPANY; MEMBER / CO-CHIEF EXECUTIVE OFFICER / EXECUTIVE CHAIRMAN—
EADY MATTHEW NMNDIRECTOR—
STEPHENS EMILY MONIQUEDIRECTOR—
PLATT NICHOLASMEMBER / CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER—
MCLEOD GAVINMEMBER / CHIEF FINANCIAL OFFICER—
LAIBOW BRIAN KEITHDIRECTOR—
CRAMER JONATHAN ADAMDIRECTOR; DIRECTOR OF PARENT COMPANY—
Bell Wesley CongerDIRECTOR; DIRECTOR OF PARENT COMPANY—
LAU SHERMAN JOEYDIRECTOR—
BECK LEE DAVISONMEMBER; MEMBER OF PARENT COMPANY—

Disclosures (5)

InitiatedTypeAllegationsStatusAmount
2024-12-13regulatoryTHIS MATTER INVOLVES KUDU INVESTMENT HOLDINGS, LLC'S ("KIH") VIOLATIONS OF THE REPORTING PROVISIONS OF RULE 204(B)-1 UNDER THE INVESTMENT ADVISERS ACT OF 1940 (THE "ADVISERS ACT"), WHICH REQUIRES CERTAIN INVESTMENT ADVISERS WITH AT LEAST $150 MILLION IN PRIVATE FUND ASSETS UNDER MANAGEMENT TO FILE A…Final$125K

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
KUDU INVESTMENT HOLDINGS LLCPrivate Equity FundDelaware6$1.4B—

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