Lupa RIA Investment Management

Asset Manager SEC-registered adviser

Legal name: Lupa RIA Investment Management LLC

New York, NY Website

AUM

$2.2B
Regulatory AUM

Private funds

6
Private Equity 5 · Hedge Fund 1

Private fund assets

$1.1B
Gross asset value

Employees

12

Last Form D raise

Jun 2025
Most recent fund filing

From SEC Form ADV filing (filed Mar 31, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

J
James Murdoch
Chief Executive Officer
Source: SEC Form ADV
J
Jeffrey Palker
Managing Partner and General Counsel
Source: SEC Form ADV
J
Jesse Angelo
Trustee, Lupa Investment Trust
Source: SEC Form ADV

Funds(6)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Lupa S Co-Invest LPPrivate Equity$222.2M——Jun 2025Cool
Lupa Investment Holdings, LPPrivate Equity$800.4M———
Lupa T Holdings SPV, LLCPrivate Equity$23.0M———
Lupa Eq Holdings LLCHedge Fund$10.6M———
Lupa Co-Investment Partners, LPPrivate Equity$4.6M———
Lupa M Holdings, LLCPrivate Equity$1.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
314819
SEC file number
801-122892

Sources