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Trustee · Lupa RIA Investment Management LLC

Jesse M. Angelo

CRD 7404688 · Named on Form ADV at one SEC-registered adviser

At a glance

Lupa RIA Investment Management LLC, an SEC-registered private fund adviser based in New York, NY with $2.2 billion in regulatory assets, lists Jesse M. Angelo on its Form ADV as Trustee, a control person.

Firms and roles

AtlasMembers

Jesse’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • James R. MurdochChief Executive Officer, Lupa RIA Investment Management LLC
  • Jeffrey E. PalkerManaging Partner and General Counsel, Lupa RIA Investment Management LLC
  • Neal P. DonnellyChief Compliance Officer and Deputy General Counsel, Lupa RIA Investment Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jesse’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.