RIA Intelligence

KULA INVESTMENTS, LLC

CRD #312388 SEC #801-123247 CHICAGO, IL 312-883-4996
SEC Registered Private Funds
Total AUM
$608.2M
Discretionary
$608.2M
Employees
16
Clients
0
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2023
Branch Offices
1
LEI
5493003J6MIEXAG

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
YAFFE, JONATHAN, SOLOMONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
YAFFE, JONATHAN, SOLOMONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
YAFFE, JONATHAN, SOLOMONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
YAFFE, JONATHAN, SOLOMONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
YAFFE, JONATHAN, SOLOMONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
YAFFE, JONATHAN, SOLOMONICHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICERNA Control
KULA INVESTMENTS HOLDINGS, LLCDEOWNERD Control
KULA INVESTMENTS HOLDINGS, LLCDEOWNERD Control
KULA INVESTMENTS HOLDINGS, LLCDEOWNERD Control
KULA INVESTMENTS HOLDINGS, LLCDEOWNERD Control
KULA INVESTMENTS HOLDINGS, LLCDEOWNERD Control
KULA INVESTMENTS HOLDINGS, LLCDEOWNERD Control
AKUNA HOLDINGS, LLCDEOWNERC Control
AKUNA HOLDINGS, LLCDEOWNERC Control
AKUNA HOLDINGS, LLCDEOWNERC Control
AKUNA HOLDINGS, LLCDEOWNERC Control
AKUNA HOLDINGS, LLCDEOWNERC Control
AKUNA HOLDINGS, LLCDEOWNERC Control
APPLEBAUM, JEFFREY, RANDALLICHIEF EXECUTIVE OFFICERC Control
APPLEBAUM, JEFFREY, RANDALLICHIEF EXECUTIVE OFFICERC Control
APPLEBAUM, JEFFREY, RANDALLICHIEF EXECUTIVE OFFICERC Control
APPLEBAUM, JEFFREY, RANDALLICHIEF EXECUTIVE OFFICERC Control
APPLEBAUM, JEFFREY, RANDALLICHIEF EXECUTIVE OFFICERC Control
APPLEBAUM, JEFFREY, RANDALLICHIEF EXECUTIVE OFFICERC Control
REDDY, ROHANICHIEF STRATEGY OFFICERC Control
REDDY, ROHANICHIEF STRATEGY OFFICERC Control
REDDY, ROHANICHIEF STRATEGY OFFICERC Control
REDDY, ROHANICHIEF STRATEGY OFFICERC Control
SPINGOLD, LLCDEOWNERC Control
SPINGOLD, LLCDEOWNERC Control
SPINGOLD, LLCDEOWNERC Control
SPINGOLD, LLCDEOWNERC Control
SPINGOLD, LLCDEOWNERC Control
SPINGOLD, LLCDEOWNERC Control
SUNDARAM, SENTHIL, KUMARICHIEF INVESTMENT OFFICERC Control
SUNDARAM, SENTHIL, KUMARICHIEF INVESTMENT OFFICERC Control
SUNDARAM, SENTHIL, KUMARICHIEF INVESTMENT OFFICERC Control
SUNDARAM, SENTHIL, KUMARICHIEF INVESTMENT OFFICERC Control
SUNDARAM, SENTHIL, KUMARICHIEF INVESTMENT OFFICERC Control
SUNDARAM, SENTHIL, KUMARICHIEF INVESTMENT OFFICERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BOLKOVIC, ANDREJIAKUNA HOLDINGS, LLCF Control
BOLKOVIC, ANDREJIAKUNA HOLDINGS, LLCF Control
BOLKOVIC, ANDREJIAKUNA HOLDINGS, LLCF Control
BOLKOVIC, ANDREJIAKUNA HOLDINGS, LLCF Control
BOLKOVIC, ANDREJIAKUNA HOLDINGS, LLCF Control
BOLKOVIC, ANDREJIAKUNA HOLDINGS, LLCF Control
GILDNER, ELIZABETH, DRUIAKUNA HOLDINGS, LLCF Control
GILDNER, ELIZABETH, DRUIAKUNA HOLDINGS, LLCF Control
GILDNER, ELIZABETH, DRUIAKUNA HOLDINGS, LLCF Control
GILDNER, ELIZABETH, DRUIAKUNA HOLDINGS, LLCF Control
GILDNER, ELIZABETH, DRUIAKUNA HOLDINGS, LLCF Control
GILDNER, ELIZABETH, DRUIAKUNA HOLDINGS, LLCF Control
APPLEBAUM, JEFFREY, RANDALLISPINGOLD, LLCE Control
APPLEBAUM, JEFFREY, RANDALLISPINGOLD, LLCE Control
APPLEBAUM, JEFFREY, RANDALLISPINGOLD, LLCE Control
APPLEBAUM, JEFFREY, RANDALLISPINGOLD, LLCE Control
APPLEBAUM, JEFFREY, RANDALLISPINGOLD, LLCE Control
APPLEBAUM, JEFFREY, RANDALLISPINGOLD, LLCE Control
KULA HOLDINGS, LLCDEKULA INVESTMENTS HOLDINGS, LLCE Control
KULA HOLDINGS, LLCDEKULA INVESTMENTS HOLDINGS, LLCE Control
KULA HOLDINGS, LLCDEKULA INVESTMENTS HOLDINGS, LLCE Control
KULA HOLDINGS, LLCDEKULA INVESTMENTS HOLDINGS, LLCE Control
KULA HOLDINGS, LLCDEKULA INVESTMENTS HOLDINGS, LLCE Control
KULA HOLDINGS, LLCDEKULA INVESTMENTS HOLDINGS, LLCE Control
REDDY, ROHANIKULA HOLDINGS, LLCD Control
REDDY, ROHANIKULA HOLDINGS, LLCD Control
REDDY, ROHANIKULA HOLDINGS, LLCD Control
REDDY, ROHANIKULA HOLDINGS, LLCD Control
REDDY, ROHANIKULA HOLDINGS, LLCD Control
REDDY, ROHANIKULA HOLDINGS, LLCD Control
SUNDARAM, SENTHIL, KUMARIKULA HOLDINGS, LLCD Control
SUNDARAM, SENTHIL, KUMARIKULA HOLDINGS, LLCD Control
SUNDARAM, SENTHIL, KUMARIKULA HOLDINGS, LLCD Control
SUNDARAM, SENTHIL, KUMARIKULA HOLDINGS, LLCD Control
SUNDARAM, SENTHIL, KUMARIKULA HOLDINGS, LLCD Control
SUNDARAM, SENTHIL, KUMARIKULA HOLDINGS, LLCD Control
KILLION, ANDREW, NEILIAKUNA HOLDINGS, LLCC Control
KILLION, ANDREW, NEILIAKUNA HOLDINGS, LLCC Control
KILLION, ANDREW, NEILIAKUNA HOLDINGS, LLCC Control
KILLION, ANDREW, NEILIAKUNA HOLDINGS, LLCC Control
KILLION, ANDREW, NEILIAKUNA HOLDINGS, LLCC Control
KILLION, ANDREW, NEILIAKUNA HOLDINGS, LLCC Control

Registrations

Federal

IA
Mar 28, 2023 REGISTERED

Address

333 S. WABASH AVE.
SUITE 2400
CHICAGO, IL 60604
United States
Phone: 312-883-4996