Lupa Ria Investment Management Llc
- Regulatory AUM
- $2.2B
- Discretionary
- $1.0B
- Clients
- 8
- Avg AUM / client
- $274M
- Accounts
- 8
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $2.2B | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $692M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lupa Investment Holdings, Lp | Private Equity Fund | Delaware | $640M | 2 |
| Lupa T Holdings Spv, Llc | Private Equity Fund | Delaware | $26.6M | 2 |
| Lupa Eq Holdings Llc | Hedge Fund | Delaware | $17.0M | 1 |
| Lupa Co Investment Partners, Lp | Private Equity Fund | Delaware | $4.6M | 12 |
| Lupa M Holdings, Llc | Private Equity Fund | Delaware | $2.5M | 2 |
| Lupa J Holdings Llc | Private Equity Fund | Delaware | $831K | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Angelo, Jesse, Michael | Trustee | Dec 2019 (7y) | GP / trustee / elected manager of Lupa Investment Trust (indirect) | |
| Palker, Jeffrey, Edward | Manging Partner And General Counsel | Dec 2019 (7y) | Less than 5% | |
| Murdoch, James, Rupert | Chief Executive Officer | Apr 2021 (5y) | Less than 5% | |
| Gunasekaran, Gayathri | Chief Compliance Officer | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lupa Investment Management Llc | Sole Member | Apr 2021 | A | 75% or more |
| Lupa Investment Trust | Sole Member | Jan 2022 | B | ≈ 56.25% – 100% via Lupa Investment Management Llc |
| Jp Morgan Chase, N.A. | Trustee | Dec 2019 | B | GP / trustee / elected manager of Lupa Investment Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lupa Investment Trust: 75% – 100% of Lupa Investment Management Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $692M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lupa Investment Holdings, Lp | Private Equity Fund | $640M | $1 | 2 |
| Lupa T Holdings Spv, Llc | Private Equity Fund | $26.6M | $1 | 2 |
| Lupa Eq Holdings Llc | Hedge Fund | $17.0M | $1 | 1 |
| Lupa Co Investment Partners, Lp | Private Equity Fund | $4.6M | $1 | 12 |
| Lupa M Holdings, Llc | Private Equity Fund | $2.5M | $1 | 2 |
| Lupa J Holdings Llc | Private Equity Fund | $831K | $1 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.34 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗