LUPA RIA INVESTMENT MANAGEMENT LLC
CRD #314819 SEC #801-122892 NEW YORK, NY 212-433-4751
SEC Registered Private Funds
Total AUM
$1.7B
Discretionary
$689.5M
Employees
12
Clients
--
Accounts
7
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.7B | $689.5M | $1B | 12 | 0 |
| Feb 2025 | $1.7B | $666.4M | $1B | 10 | 0 |
| Mar 2024 | $1.7B | $666.4M | $1B | 10 | 0 |
| Jun 2023 | $1.7B | $723.5M | $992.7M | 12 | 0 |
| Mar 2023 | $1.6B | $721.8M | $857.7M | 12 | 0 |
| Mar 2022 | $1.3B | $747.4M | $575M | 14 | 0 |
| Nov 2021 | $0 | $0 | $0 | 11 | 0 |
DateApr 2025
Total AUM$1.7B
Discretionary$689.5M
Non-Disc.$1B
Employees12
Clients0
DateFeb 2025
Total AUM$1.7B
Discretionary$666.4M
Non-Disc.$1B
Employees10
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$666.4M
Non-Disc.$1B
Employees10
Clients0
DateJun 2023
Total AUM$1.7B
Discretionary$723.5M
Non-Disc.$992.7M
Employees12
Clients0
DateMar 2023
Total AUM$1.6B
Discretionary$721.8M
Non-Disc.$857.7M
Employees12
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$747.4M
Non-Disc.$575M
Employees14
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0