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KUDU INVESTMENT HOLDINGS, LLC
CRD 174350File 801-80974
APPROVED
Custody
Disclosure events
Filing as of May 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.39B
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $1.39B
Clients
1
1 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 13, 2015
- Principal office
- 505 FIFTH AVE., 23RD FLOOR, NEW YORK, NY, 10017
- Phone
- 212-257-6422
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.39B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $1.39B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1
- Total accounts
- 1
- AUM per client
- $1.39B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $1.39B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2026 | Clients | 2 | 1 | decreased by1 |
| Apr 1, 2026 | AUM | $1,163,237,743 | $1,394,799,306 | increased by$231,561,563 |
| Apr 1, 2026 | Accounts | 2 | 1 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 12 | 17 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $744,231,102 | $1,163,237,743 | increased by$419,006,641 |
| Apr 1, 2022 | AUM | $463,233,907 | $744,231,102 | increased by$280,997,195 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KUDU INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KUDU INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.