LOOM Capital Management LLC
SEC RegisteredAbout the firm
Loom Capital Management is an SEC registered investment advisory firm based in New York City. Loom manages portfolios for high net worth individuals across various asset classes such as equities, fixed income, real estate lending and other alternative investments. Our team aims to strike a balance between asset growth and capital preservation while maintaining a liquid profile for our clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management across various asset classes such as equities, fixed income, real estate lending and other alternative investments, with a focus on balancing asset growth and capital preservation while maintaining a liquid profile.
Who they serve
High net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 15 | $99M |
| Pension/Profit Sharing Plans | 7 | $30M |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LOOM Capital Management LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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