KUDU INVESTMENT HOLDINGS, LLC

NEW YORK, New York·13 registered advisors·CRD# 174350
SEC# 801-809740212-257-6422
01

Firm Overview

AUM
$890M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at KUDU INVESTMENT HOLDINGS, LLC

13 registered advisors
Charles Anthony Ruffel
NEW YORK, New York
Gavin Winston Mcleod
NEW YORK, New York
George Manning Rountree
NEW YORK, New York
Jonathan Adam Cramer
NEW YORK, New York
Lee Davison Beck
NEW YORK, New York
Matthew (nmn) Eady
NEW YORK, New York
Nancy Quinn Keeler
NEW YORK, New York
Nicholas (nmn) Platt
NEW YORK, New York
Robert Scott Jakacki
NEW YORK, New York
Seungjun Christopher Shin
NEW YORK, New York
Sherman Joey Lau
NEW YORK, New York
Shubham Chandna
NEW YORK, New York
Wesley Conger Bell
NEW YORK, New York
05

Office Locations

NEW YORK, New York
13 advisors

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Data sourced from SEC Form ADV filings. KUDU INVESTMENT HOLDINGS, LLC (CRD# 174350) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.