LOOP INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 297928
- Registered since
- September 24, 2018
- Custodians
- INSPIRA FINANCIAL TRUST, LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Insurance Companies100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Loop Investment Advisors LLC is an SEC-registered advisory firm organized as a limited liability company and registered in 2018. The firm is identified as serving institutional clients on its filings while offering financial planning and portfolio management services geared toward individuals and small businesses. Ownership is listed as a mix of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing, fixed fees, and performance-based fees. Loop does not identify as an active ESG investor, is not multi-state, and is not positioned as a capital allocator. The firm lists industry affiliations with a broker-dealer and a law firm.
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
Asset composition
- Private Funds50%
- Derivatives47%
- Other3%
Contacts
1 of 1Edmund Sweeney
ManagerCRD 4566276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 318 W Adams St
- Time zone
- CT (UTC-6)
- Office locations
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