LUPA RIA INVESTMENT MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 314819
- Registered since
- December 15, 2021
- Website
- www.lupasystems.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lupa Ria Investment Management LLC is a manager focused on pooled investment vehicles, acting as sponsor, general partner and managing member on behalf of institutional clients. The firm is structured as a limited liability company and is classified as a manager of private equity and hedge fund strategies, positioning itself as a multifaceted fund manager rather than a traditional RIA serving retail households. Its advisory activity is concentrated on portfolio management for pooled vehicles and it charges a combination of asset-based and performance fees consistent with private fund economics. The firm reports an institutional client base and explicitly does not identify as an active ESG investor. Operating as a single-entity owner type, Lupa Ria’s activity centers on launching and running closed-end and pooled funds where it retains governance and sponsor roles. That operating model implies hands-on portfolio construction, capital calls, and the mechanics of private fund management (management fees, carried interest/performance fees, and GP-level decision making).
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Jeffrey Palker
Chief Compliance OfficerCRD 7404686
Contacts
2 of 2Neal Donnelly
CRD 8245051
James Murdoch
FounderCRD 7404684
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 363 Lafayette St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MAXIM CAPITAL GROUP, LLC
RIANew York, NY
GTIS PARTNERS
RIANew York, NY
DSC MERIDIAN CAPITAL LP
RIANew York, NY
CLEAR HAVEN CAPITAL MANAGEMENT, LLC
RIANew York, NY
RAGA PARTNERS LP
RIANew York, NY
MOORSTONE, L.P.
RIANew York, NY