Overview
Assets Under Management: $198 million
High-Net-Worth Clients: 3
Average Client Assets: $66 million
Frequently Asked Questions
LOOMIS CAPITAL MANAGEMENT LP 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 #333000), LOOMIS CAPITAL MANAGEMENT LP is subject to fiduciary duty under federal law.
LOOMIS CAPITAL MANAGEMENT LP serves 3 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, LOOMIS CAPITAL MANAGEMENT LP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LOOMIS CAPITAL MANAGEMENT LP manages $198 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, LOOMIS CAPITAL MANAGEMENT LP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $66 million
Total Client Accounts: 24
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 333000
Last Filing Date: 2025-02-19 00:00:00
Website: https://loomiscapitalmanagement.com