← Back to searchVisit website
LUPA RIA INVESTMENT MANAGEMENT LLC
CRD 314819 · SEC 801-122892
363 LAFAYETTE STREET, 5TH FLOOR, NEW YORK, NY, 10012, United States
Phone
212-433-4751
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.19B
Discretionary AUM
$1.02B
Team
12 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $2.19B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD