KUDU PARTNER FIRMS

San Francisco-based wealth manager (Kudu partner since October 2018)

Strategy: Wealth Management

Kudu investment: December 2018

Exit: November 2021

Strategy: Multi-Strategy

Kudu investment: November 2020

Strategy: Emerging Markets

Kudu investment: March 2020

Strategy: Wealth Management

Kudu investment: September 2021

Strategy: Alternative Credit

Kudu investment: July 2019

Strategy: CLO Debt/Equity

Kudu investment: February 2019

 

Strategy: Wealth Management

Kudu investment: July 2019

Strategy: Small Cap Equities

Kudu investment: November 2021

Strategy: Private Real Estate

Kudu investment: December 2019

Strategy: Small Cap Equities

Kudu investment: December 2020

Strategy: Private Real Estate

Kudu investment: July 2018

 

Strategy: Wealth Management

Kudu investment: June 2020

Strategy: Private Credit

Kudu investment: September 2021

Strategy: Multi-Strategy

Kudu investment: October 2018

Strategy: Multi-Manager Real Assets

Kudu investment: March 2019

Strategy: Distressed

Kudu investment: July 2019

Strategy: Small Cap Core Equity

Kudu investment: June 2015

Strategy: Large Cap Core Equity

Kudu investment: June 2015

Note: Champlain Investment Partners and WestEnd Advisors investments are managed on behalf of a third party investor. This list reflects all investments made to date; some firms may have subsequently exited.