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| Loop Capital Asset Management - TCH LLC
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|---|---|
| CRD # | 149280 |
| SEC # | 801-69873 |
| CIK # | |
| AUM | 10.8 B (2026-03-19) |
| Employees | 23 (78% Investors, 13% Brokers) |
| Phone | 305-379-2100 |
| Address | 1001 Brickell Bay Drive Miami, FL 33131-4940 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Core Fixed Income LLC | [2022-07-11] | 28.8 M | 82.6 M |
| Other | Core Plus Fixed Income LLC | [2022-07-11] | 30.0 M | 447.1 M |
| Other | Short-Term Bond LLC | 2022-07-11 | 9.8 M | |
| Other | Sustainable Fixed Income LLC | [2022-07-11] | 23.0 M | 20.8 M |
| AUM Breakdown | Accounts | AUM ($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 | 0.7 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 0.6 |
| (g) Pension and profit sharing plans | 31 | 5.4 |
| (h) Charitable organizations | 4 | 0.3 |
| (i) State or municipal government entities | 18 | 1.8 |
| (j) Other investment advisers | 16 | 1.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.1 |
| (m) Corporations or other businesses not listed above | 14 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 10.8 |
| By Discretionary | ||
| Discretionary | 90 | 10.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 10.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.8 | |
| Total | 90 | 10.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Global Trust Company | 52 | 17 | ||
| Steven Arquilla | 16 | 4 | ||
| Taplin Canida & Habacht LLC | 4 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.8B |
| Serves | Institutional |
| LEI | 254900NGR141GVTEX240 |
| Comparable Firms | State | AUM |
|---|---|---|
|
BNY Mellon ETF Investment Adviser LLC
✚
|
MA | 11.1 B |
|
Atria Investments Inc
✚
|
NC | 11.0 B |
|
UBS Asset Management Credit Investments Group UK Ltd
✚
|
11.0 B | |
|
Schroder Investment Management Japan Limited
✚
|
11.0 B | |
|
Ballyrock Investment Advisors LLC
✚
|
MA | 11.0 B |
|
Morgan Stanley Investment Management Company
✚
|
10.9 B | |
|
RPA Financial LLC
✚
|
CA | 10.9 B |
|
First Sentier Investors Singapore
✚
|
10.8 B | |
|
Eldridge Structured Credit Advisers LLC
✚
|
NY | 10.5 B |
|
Sapphire Ventures LLC
✚
|
TX | 10.4 B |