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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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