Permanent capital solutions

For independent asset and wealth management firms

The Kudu Difference

Independence. Partnership. Alignment.

Minority Stakes

Kudu’s investments are passive and keep the majority of equity in the hands of the principals. Principals continue to run and control their businesses.

Continuity

Kudu is a long-term partner and does not dictate liquidity requirements, thereby minimizing disruption to client and consultant relationships.

Value Add

Kudu offers partner firms a host of services designed to support and grow their businesses.

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Partner Firms¹

000

Est. Partner AUM²

000.0

Est. Capital Deployed³

¹Partner firms: Number of historical Kudu investments from 2018. Includes an undisclosed transaction in 2023.
²Partner AUM: AUM of current portfolio, most recent data as of 6/30/24.
³Capital deployed: Amount represents all capital deployed by Kudu since 2018 as of 10/22/24. AUM and capital deployed figures are approximate, and subject to change.

Kudu's Partners

Revelation Partners

Income done differently

The Kudu is an antelope known for its grace and speed.

Kudu aspires to speed, flexibility, and responsiveness on behalf of its partners