Asset manager · Miami, FL
Loop Capital Asset Management
Loop Capital Asset Management - TCH LLC · SEC-registered investment adviser · CRD 149280 · SEC 801-69873
At a glance
Loop Capital Asset Management is an SEC-registered investment adviser based in Miami, Florida, with $10.8 billion in regulatory assets under management as of its Form ADV filed March 19, 2026. Its largest client group by assets is pension and profit sharing plans. By Form ADV it is a asset manager, ranked 499th of 3,218 asset managers and 1,302nd of 17,210 SEC-registered advisers by assets.
Main office 305-379-2100loopcapital.comAs filed on Form ADV
- Regulatory AUM
- $11B
- Rank among asset managers
- #499 of 3,218
- Rank among all SEC RIAs
- #1,302 of 17,210
- Rank in Florida
- #46 of 1,090
- Clients
- 90
- Accounts
- 90
- Discretionary
- 100% of AUM
- Employees
- 23
- Advisory staff
- 18
- Offices
- 1
Owners and executives on its Form ADV
- Scott M KimballCIO Loop Capital Asset Management - TCH, LLC
- Adam M. PhillipsManaging Director Loop Capital Asset Management - TCH, LLC
- Stephen S. BerkeleyChief Compliance Officer
- James ReynoldsChief Executive Officer
- Ira A. LupkinChief Financial Officer
Custody and brokerage
Custodian
Loop Capital Asset Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Loop Capital Asset Management is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Loop Capital Markets LLC.
- Loop Capital Markets LLC ↗CRD 43098
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 31 | $5.4B | 50% |
| State or municipal government entities | 18 | $1.8B | 17% |
| Other investment advisers | 16 | $953M | 9% |
| Corporations or other businesses | 14 | $889M | 8% |
| Banking or thrift institutions | 1 | $745M | 7% |
| Pooled investment vehicles | 4 | $562M | 5% |
| Charitable organizations | 4 | $342M | 3% |
| Sovereign wealth funds and foreign official institutions | 1 | $54M | <1% |
| Investment companies | 1 | $25M | <1% |
Private funds
Loop Capital Asset Management reports 3 private funds with $540M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Loop Capital Asset Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗loopcapital.com ↗
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The full record on Loop Capital Asset Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Rank against 535 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Loop Capital Asset Management manage?
Loop Capital Asset Management reports $10.8 billion in regulatory assets under management across 90 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 19, 2026.
What kind of firm is Loop Capital Asset Management?
Loop Capital Asset Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Loop Capital Asset Management’s clients?
By assets, its largest client types are pension and profit sharing plans ($5.4 billion, 31 clients); state or municipal government entities ($1.8 billion, 18 clients); other investment advisers ($953 million, 16 clients).
Does Loop Capital Asset Management manage private funds?
Yes. It reports 3 private funds with $540 million in gross assets, including other private funds.
Does Loop Capital Asset Management have any disciplinary history?
Loop Capital Asset Management reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Loop Capital Asset Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-19), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →