Investment adviser · CRD 314819
LUPA RIA INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $2.19B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 8 | $2,189,329,023 | 100.0% |
Filing source
Form ADV 2084020 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LUPA INVESTMENT HOLDINGS, LPPrivate Equity Fund · Last reported Mar 31, 2026$800MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
AXIS BANK LIMITED
LEI 549300HVNWMJPOFVNI41
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-3988408464
- Reported beneficial owners
- 2
- Minimum commitment
- $1
Form ADV 2084020 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUPA S CO-INVEST LPPrivate Equity Fund · Last reported Mar 31, 2026$222MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-4257598902
- Reported beneficial owners
- 47
- Minimum commitment
- $1M
- Form D file number
- 021-547980
Form ADV 2084020 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUPA T HOLDINGS SPV, LLCPrivate Equity Fund · Last reported Mar 31, 2026$23MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-7758708201
- Reported beneficial owners
- 2
- Minimum commitment
- $1
Form ADV 2084020 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUPA EQ HOLDINGS LLCHedge Fund · Last reported Mar 31, 2026$10.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
J.P.MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008
Fund details & source
- Fund ID
- 805-1779566319
- Reported beneficial owners
- 1
- Minimum commitment
- $1
Form ADV 2084020 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUPA CO-INVESTMENT PARTNERS, LPPrivate Equity Fund · Last reported Mar 31, 2026$4.58MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-5777484519
- Reported beneficial owners
- 10
- Minimum commitment
- $1
Form ADV 2084020 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUPA M HOLDINGS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$1.15MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LTD
PCAOB 1655
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-2564220300
- Reported beneficial owners
- 2
- Minimum commitment
- $1
Form ADV 2084020 · Mar 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LUPA J HOLDINGS II, LLCPrivate Equity Fund · Last reported Mar 31, 2022$4.85MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
J.P. MORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97
Fund details & source
- Fund ID
- 805-5132895046
- Reported beneficial owners
- 2
- Minimum commitment
- $1
Form ADV 1631173 · Mar 31, 2022 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
363 LAFAYETTE STREET, 5TH FLOORNEW YORK, NY, 10012, United States
CRD 314819
Filing source
Form ADV 2084020 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.