Kudu Investment Management

Kudu Investment Management LLC is a private equity and venture capital firm established in 2015 and based in New York, New York. The firm specializes in providing risk-sharing capital to asset and wealth management firms, focusing on ownership transfer, partner liquidity, management buyouts, and acquisition and growth finance. Kudu offers solutions for managers seeking a capital event while maintaining their independence, primarily through minority-stake equity investments. As a Registered Investment Adviser, Kudu Investment Management aims to support the growth and sustainability of its clients in the asset management industry.

Lee Beck Ph.D

Managing Partner

Rob Jakacki

Founder, Partner and CEO and Chief Investment Officer

Gavin McLeod

Partner and CFO

Charlie Ruffel

Executive Chairman and Founder

Past deals in Wealth Management

Homestead Capital

Venture Round in 2025
Homestead Capital is a private investment partnership established in 2012, focused on acquiring and managing operating farmland in the Mountain West, Delta, Midwest, and Pacific regions of the United States. The firm operates from offices in Council Bluffs, Iowa, and San Francisco, California, and features a vertically integrated investment platform. Homestead Capital is led by a team of professionals with extensive expertise in agriculture and finance, encompassing areas such as farm management, acquisition, portfolio construction, and risk management.

RiverNorth Capital Management

Private Equity Round in 2024
RiverNorth Capital Management is a privately owned investment management firm based in Chicago, Illinois, founded in 2000. It provides portfolio management services to investment companies and pooled investment vehicles, including separate managed accounts in equity, fixed income, and balanced strategies. The firm also launches and manages mutual funds, hedge funds, and exchange-traded funds. Its approach centers on opportunistic strategies that seek to exploit inefficiencies in niche markets, with structures designed to pursue strategic investments and uncover attractive opportunities.

GenTrust

Corporate Round in 2022
GenTrust is an SEC Registered Investment Adviser that offers investment and wealth management services. Established in 2011, the firm manages over $1 billion in assets across its affiliates. GenTrust was created by merging a team of experienced financial advisors with a group of investment experts who previously handled significant funds for major institutional investors. The company's goal is to provide honest independent advice combined with a risk management approach typically reserved for large institutions. GenTrust is fully owned by its management team, ensuring a focus on client interests. For more details, visit the Our Team page on their website.

Gramercy Funds Management

Corporate Round in 2022
Gramercy Funds Management LLC, founded in 1998 by Robert Koenigsberger, is a hedge fund manager based in Greenwich, Connecticut, with additional offices in London, Hong Kong, Singapore, Mexico City, and Silicon Valley. The firm specializes in emerging markets, providing investment solutions that encompass both alternative and long-only strategies. Gramercy is known for its expertise in distressed debt, but it has adapted its investment approach to include a broader range of instruments as the market has evolved. With a strong emphasis on fundamental analysis and bottom-up stock selection, the firm manages client-focused portfolios for a diverse clientele, including pension plans, foundations, and high-net-worth individuals. Gramercy’s investment professionals possess extensive experience in emerging markets, supported by a dedicated research team that enhances their decision-making capabilities through deep local insights and market knowledge.

Granahan Investment Management

Private Equity Round in 2021
Granahan Investment Management is a Waltham, Massachusetts-based firm that specializes in investment management services. The company focuses on small-cap growth equity investments, catering to institutional investors and high-net-worth individuals. Granahan emphasizes Environmental, Social, and Governance (ESG) principles in its investment strategies, aiming to deliver small-cap portfolios that align with sustainable and responsible investing. Through its expertise in the small-cap sector, Granahan seeks to provide clients with opportunities for capital appreciation while adhering to ethical investment standards.

Sequoia Financial Group

Corporate Round in 2020
Sequoia Financial Group offers client-centered financial planning and wealth management services designed to meet the diverse needs of individuals and businesses. The company provides a range of services including asset management, estate planning, retirement planning, and fiduciary consulting. Its financial advisors are dedicated to helping clients achieve their financial and life goals through tailored strategies that encompass family wealth management and institutional services. Emphasizing comprehensive support, Sequoia Financial Group enables clients to navigate their financial landscapes effectively and make informed decisions for a secure future.

First Long Island Investors

Private Equity Round in 2019
First Long Island Investors, LLC is a wealth management firm based in Jericho, New York, founded in 1983. The company specializes in providing investment advisory and financial services to high-net-worth individuals, families, and select institutions. Its offerings include strategic asset allocation, security strategies encompassing cash, fixed income, and absolute return, as well as capital growth services that feature hedged equity, core equity, and diversified equity. Additionally, First Long Island Investors engages in opportunity investments across private equity, real estate, and other real assets. The firm also provides wealth administration and estate planning services, delivering tailored advice and support to help clients manage and enhance their wealth effectively.

Bingham, Osborn & Scarborough (B|O|S)

Private Equity Round in 2018
Bingham, Osborn & Scarborough provides guidance to our clients through the complex world of investing to help them plan for the future. For inquiries, telephone and contact numbers are used.
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