Lupa RIA Investment Management provides investment advice to private investment vehicles and other institutional clients. Lupa and its employees are the only investors in some client accounts. The firm tailors its advice to comply with the investment objectives and guidelines of each client. Lupa does not tailor its investment activities to the needs of any individual investor in a client.
Assets Under Management$1.7B
Clients7
AdvisorsN/A
Avg. per Client$240M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
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