Kudu

New York, United States Founded: 2014 • Age: 12 yrs
Diversified investment portfolios are managed across multiple sectors.

About Kudu

Kudu is a Financial Services company based in New York (United States) founded in 2014. Diversified investment portfolios are managed across multiple sectors. Kudu has completed 1 acquisition, including Bingham, Osborn & Scarborough. Kudu offers products and services including Permanent Capital Solutions and Minority Stakes Investments. Its focus areas include Asset Management and Diversified. Its legal entity is Kudu Investment Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Kudu was founded in 2014 and is headquartered in New York, United States. Investment management services are offered with a focus on diversification across various asset classes and strategies. Operations are conducted in the financial sector, where portfolios are overseen for institutional and individual clients. Geographic emphasis is placed on the U.S. market, with standard advisory and allocation practices employed.

  • Headquarters New York, United States
  • Sectors
    Financial Services
  • Email
    ••••••••
  • Phone
    •••• ••••
  • Website kuduinvestment.com
  • Social LinkedIn
  • Legal Name Kudu Investment Management, Llc
Operational Areas
Key Metrics

Products & Services of Kudu

Kudu offers a comprehensive portfolio of products and services, including Permanent Capital Solutions and Minority Stakes Investments.

Permanent Capital Solutions
Investment Services

Offers long-term capital and support for asset management firms

Minority Stakes Investments
Financial Partnerships

Provides passive investments to maintain firm independence

Funding Insights of Kudu

  • Total Rounds 1
  • Last Round Debt – Conventional — $300M
  • First Round $300M

    (Apr 2021)

  • Investors Count 1

All 1 funding rounds of Kudu with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Apr 2021$300MDebt – Conventional––
Valuation history

1 investors in total: 1 institutional.

Investors in Kudu

Kudu has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MassMutual.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Mutual life insurance company
1851massmutual.comSpringfield, United States
Premium access

Investor details for Kudu

The complete investor list, round-by-round participation and investor portfolios require an active premium plan.

  • Complete investor list
  • Round participation
  • Investor portfolios
  • Co-investor network

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Kudu

Kudu has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Bingham, Osborn & Scarborough.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Wealth management services are provided in San Francisco since 1985.
bosinvest.comSan Francisco, United States1985Oct 2018••••
Premium access

Complete acquisition details for Kudu

Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
  • Complete history
  • Exports

Verified entity values are shown only after access is granted.

Timeline of Kudu

3 dated milestones of Kudu across 7 years, from founding to its latest funding, stage changes and deals.

  1. Founded Kudu is founded.
  2. Acquisition Acquires Bingham, Osborn & Scarborough.
  3. Funding First funding round of $300.0M.

Competitors of Kudu

Kudu has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
Premium access

Detailed competitors of Kudu

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

  • Full competitor set
  • Operating metrics
  • Benchmarks
  • Competitive positioning

Verified entity values are shown only after access is granted.

Web traffic of Kudu

The website of Kudu (kuduinvestment.com) receives about 2.8K visits a month.

  • Monthly visits
    2.8K

    ▼ 19.8% vs previous month

Top companies in Asset Management

3 companies that operate in the same segment as Kudu (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
Upgrade to premium

Unlock complete access to The Company Check

Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.

Upgrade to Premium No viewing limits. Your plan controls exports and screening usage.
Included in your Premium account
  • ✓
    Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
  • ✓
    Full access to every database India & global coverage, advanced filters and rich profile details
  • ✓
    Always-on access from your team account Single premium plan for everything you see on the portal

Related news about Kudu

Premium access

Complete news archive for Kudu

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

Verified entity values are shown only after access is granted.

Frequently Asked Questions about Kudu

Kudu was founded in 2014 and raised its 1st funding round 7 years after it was founded.

Kudu is headquartered in New York, United States. It is registered at New York, New York, United States.

Kudu was founded in 2014 and is headquartered in New York, United States. Investment management services are offered with a focus on diversification across various asset classes and strategies. Operations are conducted in the financial sector, where portfolios are overseen for institutional and individual clients. Geographic emphasis is placed on the U.S. market, with standard advisory and allocation practices employed.

Kudu's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Kudu offers Permanent Capital Solutions and Minority Stakes Investments.

Kudu has made 1 acquisition, including Bingham, Osborn & Scarborough.

Kudu has 1 investor. Key investors include MassMutual.

Kudu operates through Kudu Investment Management, Llc.

Explore millions of companies — effortlessly

Access structured, verified intelligence on 7M+ companies across industries, sectors, and global markets. From early-stage startups to large enterprises, discover ownership, leadership, funding, financials, acquisitions, and market signals — all in one powerful platform.

Free account with essential features Instant access to company reports Enterprise solutions available