KULA INVESTMENTS, LLC
Total AUM
$608.2M
Employees
16Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
333 S. WABASH AVE.
SUITE 2400
CHICAGO
IL 60604
United States
SUITE 2400
CHICAGO
IL 60604
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
312-883-4996
Other Offices
1
Financials
Total AUM
$608.2M
Accounts
7Discretionary
$608.2M
Accounts
7Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
4AUM
$226.3M
Other Clients
3AUM
$381.9M
Description of Other Clients
SEPARATELY MANAGED ACCOUNTS
Services
Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.