# LUPU FINANCIAL

LUPU FINANCIAL is a RIA based in Westlake Village, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Westlake Village, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** https://lupufinancial.com
- **LinkedIn:** https://www.linkedin.com/company/lupu-financial

## Regulatory record

- **CRD number:** 311610
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311610

## About

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.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Energy Transition & Renewables

## People

- John Lupu — Founder and Managing Principal
- Michael Lupu — Chief Investment Officer

## 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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Last updated: 2026-08-11T15:07:19.634Z

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