{
  "crd_number": 149280,
  "slug": "loop-capital-asset-management-miami-fl-149280",
  "primary_business_name": "LOOP CAPITAL ASSET MANAGEMENT",
  "legal_name": "LOOP CAPITAL ASSET MANAGEMENT - TCH LLC",
  "dbas": [
    "LOOP CAPITAL ASSET MANAGEMENT"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2009-02-06",
  "years_registered": 17,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 10808795428.0,
  "raum_discretionary": 10808795428.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 23,
  "advisory_employees": 18,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 341878154.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 745444992.0,
      "count": 1,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 1831758721.0,
      "count": 18
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 25000000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 5406821205.0,
      "count": 31
    },
    "other_investment_advisers": {
      "raum": 953278888.0,
      "count": 16
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 561650073.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 888980929.0,
      "count": 14
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 53982466.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "DE",
    "FL",
    "IL",
    "NY",
    "TX"
  ],
  "websites": [
    "https://loopcapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149280",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280",
  "display_name": "Loop Capital Asset Management",
  "summary": "Loop Capital Asset Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Loop Capital Asset Management (CRD 149280): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Loop Capital Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Loop Capital Asset Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Loop Capital Asset Management located?",
      "a": "Loop Capital Asset Management's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Loop Capital Asset Management registered with the SEC or a state?",
      "a": "Loop Capital Asset Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149280."
    },
    {
      "q": "How much does Loop Capital Asset Management manage?",
      "a": "Loop Capital Asset Management reports $10,808,795,428 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Loop Capital Asset Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Loop Capital Asset Management: Regulatory assets under management: $12,041,165,389 in the October 2021 data and $10,808,795,428 in the October 2026 data, down 10%. Total employees: 23 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Loop Capital Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (31); state or municipal government entities (including government pension plans) (18); other investment advisers (16)."
    },
    {
      "q": "Does Loop Capital Asset Management report any disciplinary disclosures?",
      "a": "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/149280"
    },
    {
      "q": "Does Loop Capital Asset Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"Generally, LCAM requires an account minimum of $25 million.\""
    },
    {
      "q": "What changed in Loop Capital Asset Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists an office in Houston, TX. No longer lists an office in New York, NY."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12041165389.0,
      "total_employees": 23,
      "filing_date": "2021-04-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5647419378.0,
      "total_employees": 24,
      "filing_date": "2022-07-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 8312737289.0,
      "total_employees": 30,
      "filing_date": "2023-06-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 8491174466.0,
      "total_employees": 31,
      "filing_date": "2024-03-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 9850211508.0,
      "total_employees": 23,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 10808795428.0,
      "total_employees": 23,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists an office in Houston, TX.",
        "No longer lists an office in New York, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000,000"
        ],
        "quotes": [
          "Generally, LCAM requires an account minimum of $25 million."
        ]
      }
    ],
    "quotes": [
      "Generally, LCAM requires an account minimum of $25 million."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 745444992.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 25000000.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 561650073.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 5406821205.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 341878154.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 1831758721.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 16,
      "fewer_than_5": false,
      "raum": 953278888.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 1,
      "fewer_than_5": true,
      "raum": 53982466.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 14,
      "fewer_than_5": false,
      "raum": 888980929.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/149280",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}