PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Lupa M Holdings, LLC

Private Equity FundFund ID 805-2564220300Delaware, United States
Gross assets
$1.2M
Min. investment
$1
Beneficial owners
2
Size rank
Top 94%
Audited
Yes
Structure
Standalone

About this fund

Lupa M Holdings, LLC is a private equity fund managed by Lupa RIA Investment Management LLC. The fund reports $1.2 million in gross assets, placing it among the top 94% of private funds by size. The stated minimum investment is $1. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-2564220300
Fund typePrivate Equity Fund
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
Lupa Investment Holdings, LPPrivate Equity$800.4M
Lupa S Co-Invest LPPrivate Equity$222.2M
Lupa T Holdings SPV, LLCPrivate Equity$23M
See all 5 funds from this manager — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How large is Lupa M Holdings, LLC?

Lupa M Holdings, LLC reports $1.2 million in gross assets, among the top 94% of private funds by size.

What is the minimum investment for Lupa M Holdings, LLC?

The stated minimum investment is $1.

Who manages Lupa M Holdings, LLC?

Lupa M Holdings, LLC is managed by Lupa RIA Investment Management LLC.

Does Lupa M Holdings, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Service providers

Prime broker
None reported

Reported gross assets

$1.2M▼ 54%
Feb '25 — $2.5MMar '25 — $1.2MApr '25 — $1.2MMay '25 — $1.2MJun '25 — $1.2MJul '25 — $1.2MAug '25 — $1.2MSep '25 — $1.2MOct '25 — $1.2MNov '25 — $1.2MDec '25 — $1.2MJan '26 — $1.2MFeb '26 — $1.2MMar '26 — $1.2MApr '26 — $1.2MMay '26 — $1.2MJun '26 — $1.2M
Feb '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 94%
Larger than 6% of 67,041 private funds
Gross assets vs Private Equity FundsTop 93%
Larger than 7% of 31,066 private equity funds
Minimum investmentTop 98%
Higher than 2% of funds reporting a minimum

Investor base

Adviser & related persons1%
Funds of funds%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.