| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lupa Investment Holdings, LP | Private Equity | $689.7M | $1 |
| Lupa T Holdings SPV, LLC | Private Equity | $19.2M | $1 |
| Lupa Eq Holdings LLC | Hedge | $12.2M | $1 |
| Name | Title | Ownership | Since |
|---|---|---|---|
| James Rupert Murdoch Control | Chief Executive Officer | Under 5% | 2021 |
| Jeffrey Edward Palker Control | Managing Partner And General Counsel; Chief Compliance Officer | Under 5% | 2021 |
| Lupa Investment Management LLC Control | Sole Member | Over 75% | 2021 |
Lupa RIA Investment Management LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Lupa RIA Investment Management LLC manages 5 private funds with combined gross assets of $726.8 million.
Lupa RIA Investment Management LLC reports 12 employees.
Lupa RIA Investment Management LLC is based in New York, NY and has been SEC-registered since 2021.
Lupa RIA Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $689.5M |
| Non-discretionary | $1B |
| Total (RAUM) | $1.69B |