# Loom Capital Management LLC

> Loom Capital Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 174093
- Filed as: LOOM CAPITAL MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174093
- AdvisorCensus page: https://advisorcensus.com/firm/loom-capital-management-llc-new-york-ny-174093

## Quick answers

**How is Loom Capital Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Loom Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Loom Capital Management LLC located?**
Loom Capital Management LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Loom Capital Management LLC registered with the SEC or a state?**
Loom Capital Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174093.

**How much does Loom Capital Management LLC manage?**
Loom Capital Management LLC reports $570,808,296 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Loom Capital Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Loom Capital Management LLC: Regulatory assets under management: $412,750,588 in the October 2021 data and $570,808,296 in the October 2026 data, up 38%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Loom Capital Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); pooled investment vehicles (other than investment companies and business development companies) (7); corporations or other businesses not listed above (5).

**Which custodians does Loom Capital Management LLC use?**
Loom Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank J. Safra Sarasin (Bahamas) Ltd., J.P. Morgan Securities LLC and Safra Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Loom Capital Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174093

**What changed in Loom Capital Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $505,762,677 to $570,808,296 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Bank J. Safra Sarasin (Bahamas) Ltd.
- J.P. Morgan Securities LLC
- Safra Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $570,808,296
- Discretionary: $570,808,296
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $99,318,031 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $29,683,660 |
| Corporations or other businesses not listed above | 5 | $441,806,605 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Sunny Isles Beach, FL

### Websites listed on Form ADV (Item 1.I)
- loomcapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $412,750,588 | 2 | March 15, 2021 |
| October 2022 | $484,867,428 | 2 | March 30, 2022 |
| October 2023 | $426,494,682 | 2 | March 20, 2023 |
| October 2024 | $443,116,761 | 2 | March 27, 2024 |
| October 2025 | $505,762,677 | 2 | March 27, 2025 |
| October 2026 | $570,808,296 | 2 | March 27, 2026 |

Regulatory assets under management: $412,750,588 in the October 2021 data and $570,808,296 in the October 2026 data, up 38%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $505,762,677 to $570,808,296 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Loom Capital Management LLC (CRD 174093): Form ADV filing data as of October 2026.