Loomis Capital Management LP
● SEC registered since 2024CRD 333000SEC# 801-131352
Reg. AUM
$842.2M
Employees
1
Accounts
89
Location
—
Loomis Capital Management LP assets under management
Loomis Capital Management LP is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $842.2 million in regulatory assets under management and employs 1 people.
Loomis Capital Management LP owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Lynn Loomis Control | President, Cio, Cco, Limited Partner | Over 75% | 2024 |
| Loomis Capital Management GP LLC Control | General Partner | Under 5% | 2024 |
| Heather Lynn Loomis Control | Managing Member | Over 75% | 2024 |
Frequently asked questions
How much does Loomis Capital Management LP manage?
Loomis Capital Management LP reports $842.2 million in regulatory assets under management on its Form ADV.
How many employees does Loomis Capital Management LP have?
Loomis Capital Management LP reports 1 employees.
Does Loomis Capital Management LP disclose fund performance?
Loomis Capital Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 203-249-6431 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$842.2M▲ 326%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$842.2Mregulatory AUM
Discretionary $599.9MNon-discretionary $242.4M