LOOM CAPITAL MANAGEMENT LLC

110 Greene Street
Suite 606
New York, New York 10012
Tel: 646-870-8973

About LOOM CAPITAL MANAGEMENT LLC

LOOM CAPITAL MANAGEMENT LLC, formally registered with the SEC as LOOM CAPITAL MANAGEMENT LLC. The firm was established in 03/03/2015. They have over 2 offices throughout the country.

LOOM CAPITAL MANAGEMENT LLC is a New York, New York based Financial Planning firm with nearly $443,116,761 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174093
SEC#	801-81065
Assets Managed by Firm	$443,116,761
No. of Clients	27
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (NON-DISCRETIONARY INVESTMENT CONSULTANCY SERVICES TO A PRIVATE POOLED INVESTMENT VEHICLE)

Firm Client Information

	No. of Clients	AUM
Firm Total	27	$443,116,761
High net worth individuals	15	$72,565,465
Corporations or other businesses	4	$307,013,523

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