ALUPKA ASSET MANAGEMENT

Overview

Alupka Asset Management is a privately owned limited liability company that provides portfolio management for individual and family clients, including small business accounts. The firm operates on a percentage-of-AUM fee model and reports that its advisory activity is focused on discretionary portfolio management. It does not identify itself as an active ESG investor, is not set up as a multi-state adviser, and does not describe itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives