Alupka Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$68,821,280
Total clients
24
63% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$2,867,553
About
Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans, generally requiring a $100,000 minimum that the firm may waive. As of January 27, 2025 the firm reports approximately $68.8 million in discretionary assets across about two dozen client relationships, investing exclusively in publicly traded, fully liquid securities for income and growth objectives.
The firm’s investment process combines fundamental research with a pronounced emphasis on technical analysis and implements multi‑strategy portfolios that seek positive long‑term total returns and tax‑advantaged dividend income. Portfolios are constructed with preservation and low volatility as guiding objectives while also allocating to higher‑risk, speculative positions as part of the firm’s trading strategy; the advisor performs daily reviews and exercises discretionary authority for trade timing and execution.
Noteworthy features relative to peers include a compact client roster with a comparatively high assets‑per‑client ratio and an explicit, documented mix of dividend‑income focus alongside deliberate speculative investments. The firm discloses personal trading by its investment principal (with policies intended to prevent trading ahead of clients), does not accept performance‑based fees, does not vote proxies on behalf of clients, and relies on custodial and paid research services from custodians such as Schwab and other providers.
Client services
Portfolio management
Fee options
1% per year of assets under management, billed quarterly
Account minimum: $100,000 (may be waived at sole discretion)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Alupka Asset Management
60 E. Little Ave., Suite 201
Driggs ID 83422, United States
Number of offices
2
Forms ADV
Quick links
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