FI  The Lupton Company

     Office Locations:

820 Broad St., Ste. 400
Chattanooga, TN 37402-2604
Phone: 423-756-0611
Fax: 423-757-0504



  • Early
  • Middle Market



  • Business Services
  • Information Technology
  • Manufacturing & Industrial



    The Lupton Company is a family office established from the sale of the Lupton family's Coca-Cola Bottling Companies. The Lupton Company invests in several different Private Equity and Venture Capital Managers. The Lupton family controlled and managed the largest group of Coca-Cola bottling companies in the U.S., which they sold to the Coca-Cola Company in 1986 for $1.2 billion. John T. Lupton II (July 23, 1926 - May 16, 2010) was an heir to the Coca-Cola bottling fortune. John Lupton had one son, Thomas Carter Lupton II of Sullivan's Island, South Carolina; and three daughters, Alice Lupton Smith of Lookout Mountain, TN, Katherine Lupton Juett of Dallas, Texas and Margaret Lupton Gerber of Memphis, Tennessee.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    David Belitz CEO
    Joel W. Richardson Chief Manager and General Counsel
    Marcella Odum CFO


    Portfolio companies include:


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