CLOSED LOOP CAPITAL MANAGEMENT
Firm details
- Headquarters
- New York, New York
- CRD number
- 307079
- Registered since
- March 6, 2020
- Website
- www.closedlooppartners.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Closed Loop Capital Management is a limited liability company that positions itself as a multifaceted fund manager active in private equity and venture capital strategies while also operating other pooled vehicles. The firm registered with the SEC in 2020 and serves an institutional client base. It provides portfolio management for pooled investment vehicles and frequently acts as sponsor, general partner, or managing member of those vehicles. Fee arrangements include both a percentage of assets under management and performance-based fees. Closed Loop does not identify as an active ESG investor and is not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Ron Gonen
Founder & Chief Exceutive OfficerCRD 6632663
Talia Jarvis
Chief Legal Officer & Chief Compliance OfficerCRD 7819263
Contacts
2 of 2Erik Avni
Senior Vice PresidentCRD 6988871
TAZIA SMITH
Managing PartnerCRD 4742935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 888 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
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