Investment adviser · CRD 149280
LOOP CAPITAL ASSET MANAGEMENT
Investment adviser filing (IA)
LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
MIAMI, FL, United States · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $10.8B Form ADV · Item 5.F
- Client accounts
- 90 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 31 | $5,406,821,205 | 50.0% |
| Government entities | 18 | $1,831,758,721 | 16.9% |
| Other investment advisers | 16 | $953,278,888 | 8.8% |
| Corporations & businesses | 14 | $888,980,929 | 8.2% |
| Banks & thrifts | Fewer than 5 | $745,444,992 | 6.9% |
| Pooled investment vehicles | 4 | $561,650,073 | 5.2% |
| Charities | Fewer than 5 | $341,878,154 | 3.2% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $53,982,466 | 0.5% |
| Investment companies | 1 | $25,000,000 | 0.2% |
Filing source
Form ADV 2075100 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CORE PLUS FIXED INCOME, LLCOther Private Fund · Last reported Mar 19, 2026$447MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-2772233787
- Reported beneficial owners
- 9
- Minimum commitment
- $2M
- Form D file number
- 021-353403
Form ADV 2075100 · Mar 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CORE FIXED INCOME, LLCOther Private Fund · Last reported Mar 19, 2026$82.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-7113021007
- Reported beneficial owners
- 5
- Minimum commitment
- $2M
- Form D file number
- 021-337168
Form ADV 2075100 · Mar 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SHORT-TERM BOND, LLCOther Private Fund · Last reported Mar 19, 2026$9.83MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-4494398038
- Reported beneficial owners
- 1
- Minimum commitment
- $2M
- Form D file number
- 021-35062
Form ADV 2075100 · Mar 19, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SUSTAINABLE FIXED INCOME, LLCOther Private Fund · Last reported Mar 19, 2025$20.8MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHEN & COMPANY, LTD.
PCAOB 925
STATE STREET BANK AND TRUST COMPANY
LEI 571474TGEMMWANRLN572
Fund details & source
- Fund ID
- 805-5484914815
- Reported beneficial owners
- 1
- Minimum commitment
- $2M
- Form D file number
- 021-438832
Form ADV 1953193 · Mar 19, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1001 BRICKELL BAY DRIVE, SUITE 2100MIAMI, FL, 33131-4940, United States
CRD 149280
Filing source
Form ADV 2075100 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.