|
⚲
|
| Keyboard |
| Loomis Capital Management LP
✚
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|
|---|---|
| CRD # | 333000 |
| SEC # | 801-131352 |
| CIK # | |
| AUM | 842.2 M (2026-04-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 203-249-6431 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 8 | 842.2 |
| (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 | 89 | 842.2 |
| By Discretionary | ||
| Discretionary | 19 | 599.9 |
| Non-Discretionary | 70 | 242.4 |
| Total | 89 | 842.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 842.2 | |
| Total | 89 | 842.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oakworth Asset Management LLC
✚
|
AL | 846.3 M |
|
Integrated Quantitative Investments LLC
✚
|
WA | 844.8 M |
|
Lincoln Capital LLC
✚
|
NE | 844.8 M |
|
American Money Management LLC
✚
|
CA | 844.0 M |
|
Claremont Capital Management LLC
✚
|
AZ | 843.9 M |
|
Inlight Wealth Management LLC
✚
|
GA | 843.3 M |
|
Donald L Hagan LLC
✚
|
FL | 842.8 M |
|
Purkiss Capital Advisors LLC
✚
|
842.2 M | |
|
TFB Advisors LLC
✚
|
KS | 840.2 M |
|
Acansa Investment Management Group LLC
✚
|
VA | 838.0 M |