LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
DBA: LOOP CAPITAL ASSET MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $10.81B |
| Discretionary | $10.81B100% of AUM |
| Client Accounts | 90 |
| Avg Account Size | $120.1M |
| Employees | 23 |
| Peak AUM | $12.04BMar 2021 |
| AUM CAGR | +2.3% /yrover 17 yrs · 60 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.8B | +9.7% | +9.1% | 2.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $10.81B |
| Discretionary | $10.81B |
| Employees | 23 |
| Client Accounts | 90 |
Contact & Location
Address
1001 BRICKELL BAY DRIVE
MIAMI FL 33131-4940
Phone
305-379-2100
Filing History
60 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$10.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment AdviserLaw Firm