LOOM CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2015

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 limited liability company that provides discretionary portfolio management to individual and family clients as well as institutional and pooled vehicles. Registered in 2015, the firm is classified as an "Other Fund Provider" rather than a traditional capital allocator. Its advisory scope includes separate account portfolio management for individuals and small businesses, management of pooled investment vehicles, and advisory services for business or institutional clients. Compensation includes both a percentage of assets under management and performance‑based fees. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser.