KULA Investments LLC

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Assets, Funds, Holdings

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KULA Investments LLC
CRD #312388
SEC #801-123247
CIK #0001911190
AUM
Employees 16 (62% Investors, 0% Brokers)
Phone312-883-4996
Address333 S Wabash Ave
Chicago, IL 60604
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
70056042028014002010201420192024
Sector Form 13F Holdings Value ($M)
Berkley W R Corp 3.3
General Motors Co 3.0
Western Union Co 2.6
NetApp Inc 2.4
Allstate Corp 2.4
Hilton Worldwide Holdings Inc 2.3
Conocophillips 2.3
Abbott Laboratories 2.3
Genuine Parts Co 2.3
Union Pacific Corp 2.2
View All
Holdings by Sector ($M)
4503602701809002022202220232024
Type Form D Funds Date Sold ($M) AUM ($M)
HF KULA Equity Market Neutral Master Fund LP [2022-06-17] 39.3 226.3
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 4 226.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 3 381.9
Total 7 608.2
By Discretionary
Discretionary 7 608.2
Non-Discretionary 0 0.0
Total 7 608.2
By Non-United States Persons
Non-United States Persons 317.9
United States Persons 290.3
Total 7 608.2
Form D Directors # Filings # Firms 2011 - 2025
Senthil Sundaram 3
Jeffrey Applebaum 2
KULA Investments LLC 2
KULA Equity Market Neutral Fund GP LLC 2
EDGAR Form CIK 2011 - 2025
13F-HR [0001911190]
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