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| Happy Holidays!! thanks for using AUM13F!! |
| Loop Capital Asset Management - TCH LLC
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|---|---|
| CRD # | 149280 |
| SEC # | 801-69873 |
| CIK # | |
| AUM | $9.9 B (2025-03-19) |
| Employees | 23 (78% Investors, 13% Brokers) |
| Phone | 305-379-2100 |
| Address | 1001 Brickell Bay Drive Miami, FL 33131-4940 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Core Fixed Income LLC | [2022-07-11] | 33.8 | 32.8 |
| Other | Core Plus Fixed Income LLC | [2022-07-11] | 125.6 | 294.3 |
| Other | Short-Term Bond LLC | 2022-07-11 | 11.3 | |
| Other | Sustainable Fixed Income LLC | [2022-07-11] | 20.8 | 20.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 0.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.4 |
| (g) Pension and profit sharing plans | 27 | 5.1 |
| (h) Charitable organizations | 3 | 0.3 |
| (i) State or municipal government entities | 19 | 1.8 |
| (j) Other investment advisers | 10 | 0.8 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 84 | 9.9 |
| By Discretionary | ||
| Discretionary | 84 | 9.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 84 | 9.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 9.5 | |
| Total | 84 | 9.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Global Trust Company | 48 | ||
| Steven Arquilla | 16 | ||
| Taplin Canida & Habacht LLC | 4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Catalyst Capital Advisors LLC
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|
PR | 10.1 |
|
Amplify Investments LLC
✚
|
IL | 10.1 |
|
Morgan Stanley Investment Management Company
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|
10.1 | |
|
Sparx Asset Management Co Ltd
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|
10.0 | |
|
Venerable Investment Advisers LLC
✚
|
PA | 9.8 |
|
Credit Suisse Asset Management Limited
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|
9.7 | |
|
Impax Asset Management LLC
✚
|
NH | 9.6 |
|
Ardea Investment Management PTY Limited
✚
|
9.5 | |
|
Guardcap Asset Management Limited
✚
|
9.4 | |
|
Tensai Holding Company LLC
✚
|
9.3 |