Kudu Investment Management makes permanent capital minority investments in established boutique asset and wealth managers.

Who We Are

Kudu was founded in 2015 by principals with deep expertise in the minority stakes and asset management industry, having the vision of creating a specialized investment platform focused solely on strategic minority partnerships.

Kudu’s capital partners include White Mountains Insurance Group, a NYSE-listed financial services holding company, and MassMutual, a $500B AUM, AA-rated mutual insurer.

What We Do

Kudu purchases minority equity stakes in boutique asset and wealth managers, seeking groups that are navigating inflection points in their growth. Kudu’s permanent capital enables long-term partnerships, ensuring alignment.

Kudu’s capital often solves a liquidity need – generational transfers, derisking, management buyouts, acquisitions and growth finance, as well as for GP commitments – while management retains control and independence.

Why Partner with Kudu

Kudu’s permanent capital and track record of partnerships differentiates our approach. Kudu’s capital is tailored to each partnership to create outcomes that satisfy each firm’s unique objectives.

 

In addition to capital, partners can leverage Kudu Partner Services, a dedicated team marshalling resources across Kudu’s ecosystem to add strategic value and enabling partners to benefit from a peer network that spans asset classes and geographies.

How We Work

Unlike other capital solutions, Kudu does not seek exits on its investments, and never imposes liquidity rights.

Managers retain complete latitude to pursue strategic initiatives at any time.

Work

Succession plan financing

General Partnership commitments

Funding management buy-outs

Securing growth equity for fund commitments and acquisitions

Enabling new fund launches, systems and sales/marketing enhancements

Monetization of partner value

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Kudu's Partners

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Value Add Beyond Capital

Kudu offers distribution strategy, enterprise-level advisory, and data and business intelligence tools, among others, while serving as an on-call resource to source and evaluate solutions providers.

Our global platform gives Kudu’s partner firms the means to punch above their weight class and pursue their strategic vision.

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