← Tributary

KUDU INVESTMENT HOLDINGS, LLC

NEW YORK, NY · CRD 174350 · IAPD ↗ · kuduinvestment.com · 212-257-6422

$1.39BRegulatory AUM
7Advisory reps
18Employees
0Clients
n/aPlanning clients
1Private funds
0States
3Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — KUDU INVESTMENT HOLDINGS, LLC crossed $1B in regulatory AUM ($890.3M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
38
February 2025 — KUDU INVESTMENT HOLDINGS, LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
48
April 2024 — KUDU INVESTMENT HOLDINGS, LLC reported RAUM up 27% ($699.9M -> $890.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.