The Lupton Overview

  • Type
  • Family Office (Single)

  • Founded
  • 2011

Founded
  • Professionals
  • 4

Professionals

The Lupton General Information

Description

The Lupton is a single-family office based in Chattanooga, Tennessee. Established in 2011, the firm provides investment, management, legal and other services to the Lupton family members. The assets are managed by the executive management team.

Contact Information

Year Founded
2011
Open To Secondaries
0000
Open To First Time Founds
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Institution Type
Family Office (Single)
Primary Contact
00000 000000
Title
Chief Executive Officer
Email
0000000@00000000000000000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 201 West Main Street
  • Suite 205
  • Chattanooga, TN 37408
  • United States

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The Lupton Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

The Lupton Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

The Lupton Team (4)

Name Title Office
Marcella Odum Chief Financial Officer Chattanooga, TN
Joel Richardson Jr. Chief Manager, General Counsel and Vice President Chattanooga, TN
David Belitz Chief Executive Officer Chattanooga, TN
You’re viewing 3 of 4 team members. Get the full list »