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Lupoff/Stevens Family Office
Lupoff/Stevens Family Office was founded in 2009 by Peter Lupoff and his wife Kelly Stevens.
Lupoff/Stevens Family Office
Lupoff/Stevens Family Office was founded in 2009 by Peter Lupoff and his wife Kelly Stevens. The capital base originates from Lupoff's hedge fund career, including the sale of Tiburon Capital Management. The office operates from Brooklyn, New York, and channels its assets into a mix of liquid securities, third-party impact fund commitments, and direct investments, while also running a structured grant-making program. The office deploys capital across multiple asset classes: fund-of-funds commitments, direct co-investments and SPVs, secondaries, private equity, hedge funds, and litigation finance. Its impact objectives are explicit — wealth disparity, social inequality and justice, climate solutions, and the energy transition — and it acts on them across North America, Europe, Asia, Africa, Oceania, and South America. The firm is a signatory to both DivestInvest and The Belonging Pledge, and it manages a recoverable-grant donor-advised fund that backs early-stage BIPOC- and women-led investment managers and social enterprises. The office's footprint includes a commercial property at 195 Montague Street in Brooklyn and an investment portfolio that spans climate tech, fintech, agrifood, distressed situations, healthcare services, and mobility — the firm tags all seven sectors. Peter Lupoff sits on the board of Investors Circle, was named a Sorenson Global Impact Leader in 2023, and serves on the Harvard Kennedy School Dean's Council. Kay Makishi, Vice President of Investments, is a member of the US-Japan Council. In November 2023, the firm publicly reiterated its values-based investment framework centered on heightened and measurable intentionality. Lupoff/Stevens Family Office nests its activities inside a broader ecosystem rather than operating as a standalone entity. Peter Lupoff is a Partner at Beatrice Advisors, the multi-family office founded by Christina Lewis, and has folded LSFO's investment activities into that platform. This hybrid structure — a single-family office with pooled access to multi-family resources — gives the family a sourcing and operational lever that most SFOs of its scale do not possess.
General information
Firm type
Single Family Office
Year founded
2009
AUM
$175M (Altss estimate)
Location
Region
North America
Country
United States
City
Brooklyn
Corporate office
195 Montague Street, Brooklyn, NY 11201, United States
Principals
Peter Lupoff
Founder and Principal
Kelly Stevens
Principal
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Lupoff/Stevens Family Office?
Peter Lupoff, the founder and principal, oversees investment decisions, supported by Vice Presidents Kay Makishi and Nesha Mutuku. Lupoff is also a partner at Beatrice Advisors, the multi-family office into which LSFO's investment activities have been folded.
How does Lupoff/Stevens Family Office source proprietary deal flow?
The office combines direct origination with access through the Beatrice Advisors multi-family office platform, where Peter Lupoff is a partner. Its membership in Investors Circle — Lupoff sits on the board — and Sorenson Global Impact Leaders provides additional early-stage impact deal flow. The firm also sources managers through its donor-advised fund, which targets BIPOC- and women-led investment firms.
Is Lupoff/Stevens structured as a single family office or a multi-family office?
It is legally a single-family office, but its investment activities are folded into Beatrice Advisors, a multi-family office. This hybrid arrangement gives the family access to shared infrastructure and co-investment opportunities typically unavailable to standalone SFOs of similar scale.
Does the firm participate in fund commitments or only direct deals?
Both. Lupoff/Stevens allocates as a limited partner into third-party impact fund managers and also makes direct co-investments and SPV investments. The office additionally engages in secondaries, private equity, hedge funds, and litigation finance.
What investment stages does Lupoff/Stevens typically target?
The firm focuses on early-stage investments, consistent with its emphasis on impact-oriented strategies. Through its donor-advised fund, it also provides recoverable grants to early-stage BIPOC- and women-led managers and social enterprises.
Which sectors does Lupoff/Stevens explicitly avoid?
As a DivestInvest signatory, the office has committed to divesting from fossil fuels. Beyond that, it does not publish exclusion lists, but its impact mandate — centered on wealth disparity, social justice, and climate solutions — naturally screens out most conventional extraction and heavy-industrial businesses.
How is the firm related to Peter Lupoff's academic work?
Peter Lupoff teaches impact investing as a Special Lecturer at UC Berkeley Haas School of Business and is a Gabelli Fellow at Fordham University. These academic roles are run alongside the family office and feed directly into the office's education initiative, which aims to narrow the gap between practitioners and academics in impact investing.
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