LOOP CAPITAL ASSET MANAGEMENT

RIASEC RegisteredEst. 2009

Total AUM

$10.8B

Discretionary

$10.8B

100% of AUM

Avg account

$120M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 149280
Registered since: February 6, 2009
Website: www.loopcapital.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pension & Profit Sharing Plans50.02%
State / Municipal Government16.95%
Other Investment Advisers8.82%
Corporations / Businesses8.22%
Banking / Thrift Institutions6.9%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Loop Capital Asset Management is an SEC-registered limited liability company focused on institutional portfolio management. Founded in 2009, the firm provides discretionary management for investment companies, pooled investment vehicles and institutional or corporate balance sheets. Its client base is institutional, and compensation typically combines a percentage-of-assets fee with performance-based fees. Filings indicate the firm is not an active ESG investor and is not classified as a multi-state adviser in the FINTRX data. The firm also appears in regulatory records as a broker-dealer affiliate, an investment adviser and as a sponsor/GP/managing member of pooled vehicles.