Lupa RIA Investment Management LLC
● SEC registered since 2021CRD 314819SEC# 801-122892New York, NY
Ranks #2,084 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.19B
Fund GAV
$1.06B
Private funds
6
Employees
12
Accounts
8
Location
New York, NY
Lupa RIA Investment Management LLC assets under management
Lupa RIA Investment Management LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2021. It reports $2.2 billion in regulatory assets under management and employs 12 people. Lupa RIA Investment Management LLC manages 6 private funds with combined gross assets of $1.1 billion, including Lupa Investment Holdings, LP. By regulatory assets, it ranks 2,084 of 6,004 private fund managers.
Lupa RIA Investment Management LLC private funds
6 funds · $1.06B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lupa Investment Holdings, LP | Private Equity | $800.4M | $1 |
| Lupa S Co-Invest LP | Private Equity | $222.2M | $1M |
| Lupa T Holdings SPV, LLC | Private Equity | $23M | $1 |
See all 6 funds — unlock the full record.
Join to unlock · $37/moLupa RIA Investment Management LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Rupert Murdoch Control | Chief Executive Officer | Under 5% | 2021 |
| Jeffrey Edward Palker Control | Managing Partner And General Counsel | Under 5% | 2021 |
| Lupa Investment Management LLC Control | Sole Member | Over 75% | 2021 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lupa RIA Investment Management LLC manage?
Lupa RIA Investment Management LLC reports $2.2 billion in regulatory assets under management on its Form ADV.
How many private funds does Lupa RIA Investment Management LLC manage?
Lupa RIA Investment Management LLC manages 6 private funds with combined gross assets of $1.1 billion.
How many employees does Lupa RIA Investment Management LLC have?
Lupa RIA Investment Management LLC reports 12 employees.
Where is Lupa RIA Investment Management LLC located?
Lupa RIA Investment Management LLC is based in New York, NY and has been SEC-registered since 2021.
Does Lupa RIA Investment Management LLC disclose fund performance?
Lupa RIA Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 363 Lafayette Street, 5th Floor, New York, NY 10012 |
| Phone | 212-433-4751 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.19B▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 35%
Larger than 65% of 6,004 private-fund managers
Number of fundsTop 36%
More funds than 64% of fund managers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$2.19Bregulatory AUM
Discretionary $1.02BNon-discretionary $1.17B
Fund type mix
Private Equity5
Hedge1
Service providers
Auditor
Prime broker
Custodian
Administrator