# Loop Capital Asset Management

> 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.

- CRD: 149280
- Filed as: LOOP CAPITAL ASSET MANAGEMENT
- Legal name: Loop Capital Asset Management - TCH LLC
- Also doing business as: LOOP CAPITAL ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/149280
- AdvisorCensus page: https://advisorcensus.com/firm/loop-capital-asset-management-miami-fl-149280

## Quick answers

**How is Loop Capital Asset Management compensated?**
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.

**Where is Loop Capital Asset Management located?**
Loop Capital Asset Management's principal office is in Miami, FL, according to its Form ADV.

**Is Loop Capital Asset Management registered with the SEC or a state?**
Loop Capital Asset Management is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 149280.

**How much does Loop Capital Asset Management manage?**
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).

**How have Loop Capital Asset Management's assets and staff changed since 2021?**
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.

**What types of clients does Loop Capital Asset Management serve?**
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).

**Does Loop Capital Asset Management 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/149280

**Does Loop Capital Asset Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 19, 2026 says: "Generally, LCAM requires an account minimum of $25 million."

**What changed in Loop Capital Asset Management's recent Form ADV filings?**
In the April 2026 filing data: No longer lists an office in Houston, TX. No longer lists an office in New York, NY.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- Account minimum: $25,000,000

> Generally, LCAM requires an account minimum of $25 million.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $10,808,795,428
- Discretionary: $10,808,795,428
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 1 | $745,444,992 |
| Investment companies | 1 | $25,000,000 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $561,650,073 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 31 | $5,406,821,205 |
| Charitable organizations | 4 | $341,878,154 |
| State or municipal government entities (including government pension plans) | 18 | $1,831,758,721 |
| Other investment advisers | 16 | $953,278,888 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 1 | $53,982,466 |
| Corporations or other businesses not listed above | 14 | $888,980,929 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2009 (17 years)
- Employees: 23 total, 18 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, IL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $12,041,165,389 | 23 | April 28, 2021 |
| October 2022 | $5,647,419,378 | 24 | July 11, 2022 |
| October 2023 | $8,312,737,289 | 30 | June 15, 2023 |
| October 2024 | $8,491,174,466 | 31 | March 21, 2024 |
| October 2025 | $9,850,211,508 | 23 | March 19, 2025 |
| October 2026 | $10,808,795,428 | 23 | March 19, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists an office in Houston, TX.
- No longer lists an office in New York, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Loop Capital Asset Management (CRD 149280): Form ADV filing data as of October 2026.