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Data / Investment advisers / Florida / Loop Capital Asset Management

Loop Capital Asset Management, Miami, FL: $10.8 billion AUM, SEC registered investment adviser

Loop Capital Asset Management is an SEC registered investment adviser with its main office in Miami, Florida and reports $10.8 billion in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include pension and profit sharing plans, state and municipal governments and other investment advisers. It is paid through a percentage of assets under management and performance based fees. It advises 3 private funds.

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Registration
SEC registered investment adviser
CRD number
149280
SEC file number
801-69873
SEC status
Approved, effective February 6, 2009
Legal name
Loop Capital Asset Management, TCH LLC
Main office
1001 Brickell Bay Drive Suite 2100, Miami, FL 33131
Phone
(305) 379-2100
Website
loopcapital.com
Regulatory AUM
$10,808,795,428 in the Form ADV filed March 19, 2026
Discretionary AUM
$10,808,795,428
Accounts
90
Employees
23, of which 18 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, performance based fees
Private funds
3: 3 other private funds
Gross assets of private funds
$539,590,584
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 19, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Pension and profit sharing plans31$5.41 billion
State or municipal government entities18$1.83 billion
Other investment advisers16$953.3 million
Corporations or other businesses14$889 million
Banking or thrift institutions1$745.4 million
Pooled investment vehicles4$561.7 million
Charitable organizations4$341.9 million
Sovereign wealth funds and foreign official institutions1$54 million
Investment companies1$25 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$10.81 billionMarch 19, 2026
December 1, 2025$9.85 billionMarch 19, 2025

Other advisers in Miami

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.