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| LUPA RIA Investment Management LLC
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| |
|---|---|
| CRD # | 314819 |
| SEC # | 801-122892 |
| CIK # | |
| AUM | $1.7 BB (2024-03-28) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 212-433-4751 |
| Address | 363 Lafayette Street New York, NY 10012 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | LUPA Co-Investment Partners LP | 2023-03-30 | 4.6 | |
| HF | LUPA EQ Holdings LLC | 2022-03-31 | 17.0 | |
| PE | LUPA Investment Holdings LP | 2022-03-31 | 640.2 | |
| PE | LUPA J Holdings II LLC | 2022-03-31 | 4.9 | |
| PE | LUPA J Holdings LLC | 2022-03-31 | 0.8 | |
| PE | LUPA M Holdings LLC | 2022-03-31 | 2.5 | |
| PE | LUPA T Holdings SPV LLC | 2022-03-31 | 26.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 1,694.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 1,694.8 |
| By Discretionary | ||
| Discretionary | 6 | 666.4 |
| Non-Discretionary | 2 | 1,028.4 |
| Total | 8 | 1,694.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,028.4 | |
| United States Persons | 666.4 | |
| Total | 8 | 1,694.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wexford Capital LP
✚
|
FL | 1.7 |
|
Inclusive Capital Partners LP
✚
|
CA | 1.7 |
|
York Capital Management Global Advisors LLC
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|
NY | 1.7 |
|
BlockTower Capital Advisors LP
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|
FL | 1.7 |
|
Coventure Management LLC
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NY | 1.7 |
|
Broadriver Asset Management LP
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NY | 1.7 |
|
Avenue Asia Capital Management LP
✚
|
NY | 1.6 |
|
Scopia Capital Management LP
✚
|
NY | 1.6 |
|
Blue Road Management LP
✚
|
NY | 1.6 |
|
ELDA River Capital Management LLC
✚
|
TX | 1.6 |