Managing Director Loop Capital Asset Management - TCH, LLC · Loop Capital Asset Management
Adam M. Phillips
CRD 4212344 · Named on Form ADV at one SEC-registered adviser
At a glance
Loop Capital Asset Management, an SEC-registered asset manager based in Miami, FL with $10.8 billion in regulatory assets, lists Adam M. Phillips on its Form ADV as Managing Director Loop Capital Asset Management - TCH, LLC, a control person.
Firms and roles
- Loop Capital Asset ManagementManaging Director Loop Capital Asset Management - TCH, LLCAsset manager · Miami, FL · $11B in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Scott M KimballCIO Loop Capital Asset Management - TCH, LLC, Loop Capital Asset Management
- Stephen S. BerkeleyChief Compliance Officer, Loop Capital Asset Management
- James ReynoldsChief Executive Officer, Loop Capital Asset Management
- Ira A. LupkinChief Financial Officer, Loop Capital Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.