# Kudu Investment Holdings, LLC

> Kudu Investment Holdings, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 174350
- Filed as: KUDU INVESTMENT HOLDINGS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174350
- AdvisorCensus page: https://advisorcensus.com/firm/kudu-investment-holdings-llc-new-york-ny-174350

## Quick answers

**How is Kudu Investment Holdings, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kudu Investment Holdings, LLC reports these compensation arrangements: performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kudu Investment Holdings, LLC located?**
Kudu Investment Holdings, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Kudu Investment Holdings, LLC registered with the SEC or a state?**
Kudu Investment Holdings, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174350.

**How much does Kudu Investment Holdings, LLC manage?**
Kudu Investment Holdings, LLC reports $1,394,799,306 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (0% discretionary).

**How have Kudu Investment Holdings, LLC's assets and staff changed since 2021?**
In the Form ADV data for Kudu Investment Holdings, LLC: Regulatory assets under management: $463,233,907 in the October 2021 data and $1,394,799,306 in the October 2026 data, up 201%. Total employees: 12 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kudu Investment Holdings, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Kudu Investment Holdings, LLC report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174350

**What changed in Kudu Investment Holdings, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,163,237,743 to $1,394,799,306 (+20%). Employees performing advisory functions went from 6 to 7. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,394,799,306
- Discretionary: $0
- Non-discretionary: $1,394,799,306

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,394,799,306 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 18 total, 7 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174350

### Websites listed on Form ADV (Item 1.I)
- kuduinvestment.com
- LinkedIn @kudu-investment-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $463,233,907 | 12 | July 2, 2021 |
| October 2022 | $744,231,102 | 12 | March 29, 2022 |
| October 2023 | $699,915,134 | 14 | June 30, 2023 |
| October 2024 | $890,267,980 | 16 | March 28, 2024 |
| October 2025 | $1,163,237,743 | 17 | March 31, 2025 |
| October 2026 | $1,394,799,306 | 18 | May 18, 2026 |

Regulatory assets under management: $463,233,907 in the October 2021 data and $1,394,799,306 in the October 2026 data, up 201%.
Total employees: 12 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,163,237,743 to $1,394,799,306 (+20%).
- Employees performing advisory functions went from 6 to 7.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kudu Investment Holdings, LLC (CRD 174350): Form ADV filing data as of October 2026.