Loop Investment Advisors LLC

Overview

Loop Investment Advisors LLC is an SEC-registered advisory firm formed in 2018 and organized as a limited liability company. Filings identify the owner type as a mix of a domestic entity and an individual and classify the firm as unclassified. The firm reports an institutional client base on regulatory filings while also listing advisory services focused on financial planning and portfolio management for individuals and small businesses, which suggests it serves a very small number of sizable relationships across client types. The firm’s compensation model combines asset-based fees with fixed fees and performance-based fees. Loop Investment Advisors LLC does not report being an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Industry affiliations noted on the filing include connections with a broker-dealer and a law firm.

Assets & Accounts

Investments & Alternatives

Location & Offices