Ranger Investment Management,L.P.
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 124414
· SEC file 801-62397
· Dallas, TX
· WWW.RANGERINVESTMENTS.COM
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ADV data as of Mar 25, 2026
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 7
- Avg AUM / client
- $212M
- Accounts
- 20
- Employees
- 15
AUM over time
$1.0B
$2.2B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 4 | $91.5M | 6.17% |
| Pooled investment vehicles (non-investment companies) | 3 | $127M | 8.55% |
| Pension and profit sharing plans | Fewer than 5 clients | $44.1M | 2.97% |
| Charitable organizations | Fewer than 5 clients | $32.4M | 2.18% |
| State or municipal government entities | Fewer than 5 clients | $209M | 14.1% |
| Other investment advisers | Fewer than 5 clients | $5.1M | 0.34% |
| Corporations and other businesses | Fewer than 5 clients | $970M | 65.4% |
| Other | Fewer than 5 clients | $5.0M | 0.34% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $169M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Ap3 Small Cap Portfolio Class Of The Ranger Investment Master Fund, Lp | Other Private Fund | Delaware | $126M | 1 |
| The Small Cap Portfolio Class Of The Ranger Investment Master Fund, Lp | Other Private Fund | Delaware | $42.4M | 12 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Southern California Edison Company Retirement Plan Southern California Edison Company | Rosemead, CA | 2024 |
| Hanford Multi Employer Pension Plan Hanford Pension & Savings Plans Committee | Richland, WA | 2024 |
People (18)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Busby, Brian, Bartlett | Head Trader And Limited Partner | Jun 2003 (23y) | 5% – 10% | |
| Doenges, William, Conrad | Chief Investment Officer, Portfolio Manager And Limited Partner | Oct 2004 (22y) | 25% – 50% | |
| Jakacki, Robert, Scott | Director | Dec 2014 (12y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Mcleod, Gavin, Winston | Chief Financial Officer Of Pareent Company | Dec 2014 (12y) | GP / trustee / elected manager of Kudu Investment Holdings, Llc (indirect) | |
| Platt, Nicholas, (Nmn) | Chief Compliance Officer / Chief Operating Officer Of Parent Company | Dec 2014 (12y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Ruffel, Charles, Anthony | Director | Dec 2014 (12y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Mccullough, Brown, Vickery | Director, Portolio Manager And Limited Partner | Feb 2015 (12y) | 10% – 25% | |
| Hill, Andrew, Ferguson | President, Portfolio Manager And Limited Partner | Feb 2017 (10y) | 10% – 25% | |
| Labate, Joseph, Thomas | Managing Director, Portfolio Manager And Limited Partner | Feb 2017 (10y) | 10% – 25% | |
| Bell, Wesley, Conger | Director | Feb 2018 (9y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Cramer, Jonathan, Adam | Director | Feb 2018 (9y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Rountree, George, Manning | Director | Feb 2018 (9y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Shin, Seungjun, Christopher | Member Of Parent Company | Apr 2019 (7y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Keeler, Nancy, Quinn | Member Of Parent Company | Jan 2021 (6y) | GP / trustee / elected manager of Kudu Investment Management, Llc (indirect) | |
| Mendoza, Melanie, Hope | Chief Compliance Officer | Oct 2021 (5y) | Less than 5% | |
| Cotton, Marta, Z | Head Of Marketing And Limited Partner | Feb 2022 (5y) | Less than 5% | |
| Holland, Devin, Kathleen | Senior Analyst | Feb 2023 (4y) | Less than 5% | |
| Wade, Matthew, Robert | Chief Financial Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kudu Investment Us, Llc | Limited Partner | Dec 2020 | A | 25% – 50% |
| Ranger Investment Gp, Llc | General Partner | Dec 2020 | A | Less than 5% |
| Kudu Investment Management, Llc | Member | Dec 2019 | B | 75% or more of Kudu Investment Holdings, Llc (indirect) |
| Wm Regent Ltd | Member | Oct 2020 | B | 75% or more of Kudu Investment Management, Llc (indirect) |
| Wm International Holdings Ltd. | Shareholder | Oct 2020 | B | 75% or more of Wm Regent Ltd (indirect) |
| Wm Hinson (Bermuda) Ltd. | Shareholder | Jan 2023 | B | 75% or more of Wm International Holdings Ltd. (indirect) |
| White Mountains Insurance Group, Ltd. | Shareholder | Jan 2023 | B | 75% or more of Wm Hinson (Bermuda) Ltd. (indirect) |
| Kudu Investment Holdings, Llc | Member | Dec 2019 | B | GP / trustee / elected manager of Kudu Investment Us, Llc (indirect) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $169M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Ap3 Small Cap Portfolio Class Of The Ranger Investment Master Fund, Lp | Other Private Fund | $126M | $1.0M | 1 |
| The Small Cap Portfolio Class Of The Ranger Investment Master Fund, Lp | Other Private Fund | $42.4M | $1.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Southern California Edison Company Retirement Plan | Southern California Edison Company | 8,726 | $4.7B | 01/01/2024 |
| Hanford Multi Employer Pension Plan | Hanford Pension & Savings Plans Committee | 1,310 | $1.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • MODEL ACCOUNT ASSETS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Northern Trust $787M (53% of AUM) Mar 2026
- State Street $463M (31% of AUM) Mar 2026
- BNY Mellon $179M (9% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗