Career
Ira Lupkin has been Chief Financial Officer of Loop Capital Asset Management - TCH since January 2022. Ira Lupkin is not listed as a control person, but directly owns under 5% of the firm. Ira Lupkin holds a Bachelor’s degree in accounting and finance from the University of Maryland at College Park.
Loop Capital Asset Management - TCH LLC is a Miami, FL firm with $10.8B under management, 90 clients and 18 advisers in one office, as of its March 2026 filing.
Ira Lupkin is Chief Financial Officer of Loop Capital Markets and oversees the firm’s financial and credit activities. Before Loop Capital, he was a managing director at Cowen and led broker-dealer accounting; he began his career as an auditor at Grant Thornton.
No adviser firm registrations are on Ira Lupkin’s record.
Credentials and registrations
Professional designations
Listed by Loop Capital Asset Management - TCH and the sources below
- FINRA Series 27 and 99 licenses
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 27 | Financial and Operations Principal Examination | 19 October 2015 |
| Series 99 | Operations Professional Examination | 13 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
- Name
- Operations Professional Examination
Individual record
- Full name
- Ira Adam Lupkin
- CRD
- 4463446
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Ira Lupkin work?
Ira Lupkin has been Chief Financial Officer of Loop Capital Asset Management - TCH LLC since January 2022.
Does Ira Lupkin have a current investment-adviser registration?
Ira Lupkin has a current broker registration and no current investment-adviser registration.
What exams has Ira Lupkin passed?
Ira Lupkin has passed 2 licensing exams: the Series 99 and Series 27. The earliest, the Series 99, was passed in September 2012. FINRA credited Ira Lupkin with the SIE, which began in October 2018.