Kudu Investment Holdings, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $0
- Clients
- 1
- Avg AUM / client
- $1.4B
- Accounts
- 1
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $1.4B | 100.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $890M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Kudu Investment Holdings Llc | Private Equity Fund | Delaware | $875M | 6 |
| Kudu Investment Fund Partners I, Lp | Private Equity Fund | Delaware | $15.3M | 1 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jakacki, Robert, Scott | Chief Executive Officer / Chief Investment Officer Of Parent Company | Dec 2014 (12y) | Less than 5% | |
| Mcleod, Gavin, Winston | Chief Financial Officer Of Parent Company | Dec 2014 (12y) | Less than 5% | |
| Platt, Nicholas, (Nmn) | Chief Compliance Officer / Chief Operating Officer Of Parent Company | Dec 2014 (12y) | Less than 5% | |
| Ruffel, Charles, Anthony | Chairman Of Parent Company | Dec 2014 (12y) | Less than 5% | |
| Bell, Wesley, Conger | Director Of Parent Company | Feb 2018 (9y) | Less than 5% | |
| Cramer, Jonathan, Adam | Director Of Parent Company | Feb 2018 (9y) | Less than 5% | |
| Rountree, George, Manning | Director Of Parent Company | Feb 2018 (9y) | Less than 5% | |
| Shin, Seungjun, Christopher | Member Of Parent Company | Apr 2019 (7y) | Less than 5% | |
| Keeler, Nancy, Quinn | Member Of Parent Company | Jan 2021 (6y) | Less than 5% | |
| Chandna, Shubham | Director Of Parent Company | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kudu Investment Management Llc | Parent Company | Dec 2019 | A | 75% or more |
| White Mountains Insurance Group, Ltd. | Shareholder | Oct 2020 | B | ≈ 23.73% – 100% via Wm Hinson (Bermuda) Ltd. |
| Wm Regent Ltd. | Member | Oct 2020 | B | ≈ 56.25% – 100% via Kudu Investment Management Llc |
| Wm International Holdings Ltd. | Shareholder | Oct 2020 | B | ≈ 42.19% – 100% via Wm Regent Ltd. |
| Wm Hinson (Bermuda) Ltd. | Shareholder | Jan 2023 | B | ≈ 31.64% – 100% via Wm International Holdings Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- White Mountains Insurance Group, Ltd.: 75% – 100% of Wm Hinson (Bermuda) Ltd. × 75% – 100% of Wm International Holdings Ltd. × 75% – 100% of Wm Regent Ltd. × 75% – 100% of Kudu Investment Management Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Wm Regent Ltd.: 75% – 100% of Kudu Investment Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Wm International Holdings Ltd.: 75% – 100% of Wm Regent Ltd. × 75% – 100% of Kudu Investment Management Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Wm Hinson (Bermuda) Ltd.: 75% – 100% of Wm International Holdings Ltd. × 75% – 100% of Wm Regent Ltd. × 75% – 100% of Kudu Investment Management Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $890M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Kudu Investment Holdings Llc | Private Equity Fund | $875M | $0 | 6 |
| Kudu Investment Fund Partners I, Lp | Private Equity Fund | $15.3M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗