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Building 2LUPA RIA INVESTMENT MANAGEMENT LLC

Map pinNEW YORK, NY
Phone212-433-4751
NotebookSEC #801-122892
Total AUM
$2.2B
Employees
12
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
363 LAFAYETTE STREET
5TH FLOOR
NEW YORK
NY 10012
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
212-433-4751

ReceiptFinancials

Total AUM
$2.2B
Accounts
8
Discretionary
$1B
Accounts
6
Non-Discretionary
$1.2B
Accounts
2

ContactClients

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Pooled Vehicle Clients
8
AUM
$2.2B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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