Loom Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $571M in regulatory assets under management, 2 employees, 1 office, and 27 accounts.
Assets Under Management
$571M
Employees
2
Offices
1 office
Total Clients
27
Primary office
NEW YORK, NY
110 GREENE STREET, SUITE 606, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
15
2
Pooled Investment Vehicles
25.9%
7
3
Corporations
18.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$571Mas of March 27, 2026
Discretionary100.0%
$571M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$571M
Total Accounts27
10Y AUM Change+$264M (+86.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee14:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.