Loom Capital Management LLC

RIASEC Registered

Total AUM

$571M

Discretionary

$571M

100% of AUM

Avg account

$21.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 174093
Registered since: March 3, 2015
Website: www.loomcapital.com
Custodians: BANK J. SAFRA SARASIN (BAHAMAS) LTD., SAFRA SECURITIES LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Corporations / Businesses77.4%
HNWI17.4%
Pooled Investment Vehicles5.2%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Loom Capital Management LLC is an SEC-registered investment adviser (registered in 2015) that provides portfolio management across individual, pooled-vehicle, and institutional relationships. The firm serves both individual and family clients as well as institutional investors, and its fee structure combines asset-based fees with performance-linked compensation. Loom Capital focuses on managing discretionary portfolios and operates as a limited liability company classified as an other fund provider. Advisory activity centers on direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio services for businesses or institutional clients. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.