Overview
Assets Under Management: $571 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 15
Average Client Assets: $6.6 million
Frequently Asked Questions
LOOM CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174093), LOOM CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
LOOM CAPITAL MANAGEMENT LLC is headquartered in NEW YORK, NY.
LOOM CAPITAL MANAGEMENT LLC serves 15 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, LOOM CAPITAL MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
LOOM CAPITAL MANAGEMENT LLC manages $571 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, LOOM CAPITAL MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.40%
Average Client Assets: $6.6 million
Total Client Accounts: 27
Discretionary Accounts: 27
Regulatory Filings
CRD Number: 174093
Filing ID: 2063436
Last Filing Date: 2026-03-27 14:01:01