Career
Adam Phillips has been Managing Director Loop Capital Asset Management - TCH, LLC of Loop Capital Asset Management - TCH since September 2020. Adam Phillips is a control person of the firm and directly owns under 5% of it. Adam Phillips holds a B.A. in economics and anthropology from Emory University.
Loop Capital Asset Management - TCH LLC is a Miami, FL firm with $10.8B under management, 90 clients and 18 advisers in one office, as of its March 2026 filing.
Adam Phillips co-heads Loop Capital Asset Management’s Fixed Income team and serves on its management and investment committees. He previously held roles at BMO Asset Management, Spruce Private Investors, BlackRock and Ivy Asset Management.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Professional designations
Listed by Loop Capital Asset Management - TCH and the sources below
- CFA charterholder
Individual registration and examination information for Adam Phillips is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Adam Phillips
- CRD
- 4212344
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Adam Phillips work?
Adam Phillips has been Managing Director Loop Capital Asset Management - TCH, LLC of Loop Capital Asset Management - TCH LLC since September 2020, and is a control person of the firm.
Is Adam Phillips a CFA charterholder?
Loop Capital Asset Management - TCH lists Adam Phillips with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: Loop Capital