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LUPA RIA INVESTMENT MANAGEMENT LLC

NEW YORK, NY · CRD 314819 · IAPD ↗ · lupasystems.com · 212-433-4751

$2.19BRegulatory AUM
9Advisory reps
12Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — LUPA RIA INVESTMENT MANAGEMENT LLC reported RAUM up 29% ($1.69B -> $2.19B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.