Variant Investments, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 4
- Avg AUM / client
- $660M
- Accounts
- 4
- Employees
- 33
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $2.6B | 99.2% |
| Pooled investment vehicles (non-investment companies) | 1 | $20.1M | 0.76% |
People (9)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Elsasser, Robert, William | Managing Member | Jul 2017 (9y) | 10% – 25% | |
| Fintel, Curtis, Neil | Managing Member | Jul 2017 (9y) | 10% – 25% | |
| Hayes, Jerald, Benjamin | Managing Member | Jul 2017 (9y) | 10% – 25% | |
| Klemsz, Brian, Loyd | Member | Sep 2017 (9y) | Less than 5% | |
| Patricia, Stryker, A | Trustee | Sep 2017 (9y) | ≈ 1.56% – 12.5% via Pat Stryker Living Trust | |
| Zimlich, Joseph, C | Member | Sep 2017 (9y) | 5% – 10% | |
| Zhu, Lisa | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Cook, Kristin, Anne | Chief Operations Officer | Oct 2023 (3y) | Less than 5% | |
| Park, Brian, Anthony | General Counsel | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Boco Investments, Llc | Member | Sep 2017 | A | 25% – 50% |
| Kudu Investment Us, Llc | Member | Jan 2023 | A | 25% – 50% |
| Kudu Investment Management Llc | Member | Jan 2023 | B | ≈ 14.06% – 50% via Kudu Investment Holdings, Llc |
| Kudu Investment Holdings, Llc | Member | Jan 2023 | B | ≈ 18.75% – 50% via Kudu Investment Us, Llc |
| Pat Stryker Living Trust | Owner | Sep 2017 | B | ≈ 6.25% – 25% via Boco Investments, Llc |
| Wm Regent Ltd | Shareholder | Jan 2023 | B | ≈ 3.52% – 25% via Kudu Investment Management Llc |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Patricia, Stryker, A: 25% – 50% of Pat Stryker Living Trust × 25% – 50% of Boco Investments, Llc × 25% – 50% direct ≈ 1.56% – 12.5% of the firm
- Kudu Investment Management Llc: 75% – 100% of Kudu Investment Holdings, Llc × 75% – 100% of Kudu Investment Us, Llc × 25% – 50% direct ≈ 14.06% – 50% of the firm
- Kudu Investment Holdings, Llc: 75% – 100% of Kudu Investment Us, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Pat Stryker Living Trust: 25% – 50% of Boco Investments, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Wm Regent Ltd: 25% – 50% of Kudu Investment Management Llc × 75% – 100% of Kudu Investment Holdings, Llc × 75% – 100% of Kudu Investment Us, Llc × 25% – 50% direct ≈ 3.52% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • 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 29, 2026.
View current Form ADV (SEC/IAPD) ↗