Asset ManagerRIA · CRD 314819SEC-RegisteredPrivate Fund Adviser

Updated:

LUPA RIA INVESTMENT MANAGEMENT LLC

LUPA RIA Investment Management LLC is a state-registered investment advisor. Profile details minimal public disclosure on AUM, principals, or strategy.

LUPA RIA INVESTMENT MANAGEMENT LLC

LUPA RIA INVESTMENT MANAGEMENT LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2021. The firm manages $2.2 billion in assets, with $1.0 billion managed on a discretionary basis. It employs 12 staff and 9 investment advisers.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is the investment strategy of LUPA RIA Investment Management LLC?

As a registered investment advisor (RIA), LUPA RIA likely allocates client assets across a diversified mix including public equities, fixed income, and alternative investments such as private equity or hedge funds. Without a documented public strategy, this is inferred from standard RIA practices. The firm is not required to disclose specific holdings or target returns.

Who are the key decision-makers at LUPA RIA Investment Management LLC?

Key individuals at LUPA RIA are not named in public records or industry databases reviewed. RIA filings typically list investment committee members, but those records were not accessible or not disclosed in standard public sources used here.

Does LUPA RIA Investment Management LLC make direct investments or act as a fund-of-funds?

The firm's structure as an RIA suggests it could engage in both direct investments (via separately managed accounts) and fund-of-funds allocations for clients, but public information does not confirm a specific preference. Without firm disclosure, this remains itrative.

What is the source of wealth for LUPA RIA Investment Management LLC?

LUPA RIA Investment Management LLC is not a family office or a single-entity vehicle; it is a registered investment advisor that manages assets on behalf of clients. Therefore, wealth origin is not attributed to a single family or principal.

What sectors does LUPA RIA Investment Management LLC target?

No specific sector focus is disclosed publicly. RIAs often serve client preferences across all sectors, but no information is available to confirm LUPA RIA's emphasis on any particular industry.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles