LOCI Capital Group LLC

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Assets, Funds, Holdings

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LOCI Capital Group LLC
CRD #318484
SEC #802-129427
CIK #
AUM
Employees
Phone720-409-2820
Address4830 W Kennedy Blvd
Tampa, FL 33609
Source [IAPD] [Website] [LinkedIn]
Total AUM ($)
1.00.80.60.40.20.02011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE Lc-Vr1 LP [2024-01-02] 6.1 17.8
RE LOCI Capital Opportunistic Fund II LP [2024-01-02] 50.2 51.6
RE LOCI Capital Opportunistic Fund II Parallel LP 2024-01-02 23.9
RE LOCI Capital Opportunistic Fund LP 2024-01-02 40.2
RE LOCI Capital Opportunistic Parallel Fund LP 2024-01-02 11.5
AUM Breakdown Accounts AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors # Filings # Firms 2011 - 2025
Michael Phillips 46
David Workman 5
NA Loci Capital Management Co LLC 2
NA Loci Capital Group LLC 2
Patton Chillura 2
NA Lcvr1 GP LLC 1
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