Loop Capital Asset Management - Tch LLC
● SEC registered since 2009CRD 149280SEC# 801-69873Miami, FL
Ranks #825 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$10.81B
Fund GAV
$539.6M
Private funds
3
Employees
23
Accounts
90
Location
Miami, FL
About Loop Capital Asset Management - Tch
Loop Capital Asset Management is associated with Loop Capital, a client-focused firm spanning asset management, capital markets, investment banking, and public finance. It emphasizes enabling individuals, families, corporations, institutions, and governments to raise, manage, and distribute capital.
Summary based on the firm’s website.
Loop Capital Asset Management - Tch LLC assets under management
Loop Capital Asset Management - Tch LLC is an SEC-registered investment adviser based in Miami, FL. The firm has been registered since 2009. It reports $10.8 billion in regulatory assets under management and employs 23 people. Loop Capital Asset Management - Tch LLC manages 3 private funds with combined gross assets of $539.6 million, including Core Plus Fixed Income, LLC. By regulatory assets, it ranks 825 of 5,974 private fund managers.
Loop Capital Asset Management - Tch LLC private funds
3 funds · $539.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Core Plus Fixed Income, LLC | Other Private | $447.1M | $2M |
| Core Fixed Income, LLC | Other Private | $82.6M | $2M |
| Short-Term Bond, LLC | Other Private | $9.8M | $2M |
Loop Capital Asset Management - Tch LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Michael Phillips Control | Managing Director Loop Capital Asset Management - Tch, Llc | Under 5% | 2020 |
| IRA Adam Lupkin | Chief Financial Officer | Under 5% | 2022 |
| James Reynolds Control | Chief Executive Officer | Under 5% | 2022 |
| Loop Capital Asset Management LLC Control | Sole Member Of Loop Capital Asset Management -Tch Llc | Over 75% | 2022 |
| Scott M Kimball Control | Cio Loop Capital Asset Management - Tch, Llc | Under 5% | 2023 |
| Stephen Sidney Berkeley | Chief Compliance Officer | Under 5% | 2022 |
| James Reynolds Control | Member Of Loop Capital Holdings Llc | Over 75% | 2004 |
| Loop Capital Holdings LLC Control | Shareholder Of Loop Capital, Llc | 50-75% | 2013 |
| Loop Capital LLC Control | Sole Shareholder Of Loop Capital Asset Management Llc | Over 75% | 2022 |
Frequently asked questions
How much does Loop Capital Asset Management - Tch LLC manage?
Loop Capital Asset Management - Tch LLC reports $10.8 billion in regulatory assets under management on its Form ADV.
How many private funds does Loop Capital Asset Management - Tch LLC manage?
Loop Capital Asset Management - Tch LLC manages 3 private funds with combined gross assets of $539.6 million.
How many employees does Loop Capital Asset Management - Tch LLC have?
Loop Capital Asset Management - Tch LLC reports 23 employees.
Where is Loop Capital Asset Management - Tch LLC located?
Loop Capital Asset Management - Tch LLC is based in Miami, FL and has been SEC-registered since 2009.
Does Loop Capital Asset Management - Tch LLC disclose fund performance?
Loop Capital Asset Management - Tch LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131-4940 |
| Phone | 305-379-2100 |
| Fax | 305-379-4452 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$10.81B▲ 10%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 8%
Larger than 92% of 16,369 advisers
AUM vs fund managersTop 14%
Larger than 86% of 5,974 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 22%
More than 78% of 16,804 advisers
Assets under management
$10.81Bregulatory AUM
Discretionary $10.81B