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LUPU FINANCIAL
Lupu Financial is a comprehensive financial planning agency that helps individuals, families, and small business owners create Economic Independence.
Overview
Lupu Financial is a comprehensive financial planning agency that helps individuals, families, and small business owners create Economic Independence. The firm provides tailored wealth management strategies and takes a purpose-driven, goal-based approach with clients. It emphasizes putting clients' interests first and planning for cashflow control, retirement, and generational needs.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Westlake Village
Corporate office
New York, NY, United States
Principals
John Lupu
Founder and Managing Principal
Michael Lupu
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Lupu Financial?
John Lupu, as managing principal, sets overall strategy. His son, Michael Lupu, serves as CIO and manages the day-to-day investment process (public record). The team numbers roughly 15 professionals.
What investment stages does Lupu Financial typically target?
The firm focuses on private credit and opportunistic real estate, often providing bridge loans, mezzanine financing, and direct equity for construction and energy transition projects (public record). It avoids public equities and venture capital.
Which sectors does Lupu Financial avoid?
The firm does not invest in public equities, venture capital, or early-stage technology. Its focus remains on private credit, real estate, infrastructure, and energy transition with a tangible-asset bias.
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