Loom Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions. The firm advises 6 private funds.
Loom Capital Management reports 27 clients. They include 15 high-net-worth individuals, 7 pooled investment vehicles, and 5 corporations and other businesses. Of its assets, 100.0% ($571M across 27 accounts) are managed with discretion. Of its clients, 39% are outside the U.S. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 56% | 17% |
| Pooled investment vehicles | 26% | 5% |
| Corporations and other businesses | 19% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 15 | $99.3M | 17.4% | $6.62M |
| Pooled investment vehicles | 7 | $29.7M | 5.2% | $4.24M |
| Corporations and other businesses | 5 | $442M | 77.4% | $88.4M |
| Total | 27 | $571M | 100% | $21.1M |
- Clients
- 15
- Regulatory AUM
- $99.3M
- AUM share
- 17.4%
- Avg. per client
- $6.62M
- Clients
- 7
- Regulatory AUM
- $29.7M
- AUM share
- 5.2%
- Avg. per client
- $4.24M
- Clients
- 5
- Regulatory AUM
- $442M
- AUM share
- 77.4%
- Avg. per client
- $88.4M
Total
- Clients
- 27
- Regulatory AUM
- $571M
- AUM share
- 100%
- Avg. per client
- $21.1M
- Clients outside the U.S.
- 39%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 6
Loom Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
The C-Loom Trust U/D/T Dated December 15, 2014 owns 50% to 75% of Loom Capital Management. Jack Tabacinic is CEO; the leadership team includes Chief Operating Officer Adrian Caridi. It has 2 employees.
Leadership
- Jack TabacinicChief Executive Officer, Chief Compliance Officer, Manager
- Adrian CaridiChief Operating Officer
Staff
- 2 employees
- 2 in advisory functions
- Owns 50% to 75% of Loom Capital Management LLC
The C-Loom Trust U/D/T Dated December 15, 2014
Control person · since December 2014
Mark Tabacinic
Trustee · Control person · since December 2014
- Owns 25% to 50% of Loom Capital Management LLC
The T-Loom Trust U/D/T Dated December 15, 2014
Control person · since December 2014
Loom Capital Management’s regulatory assets grew from $413M (March 2021) to $571M (March 2026); clients were 27 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $571M | 27 | 2 | 2 |
| March 2025 | $506M | 26 | 2 | 2 |
| March 2024 | $443M | 27 | 2 | 2 |
| March 2023 | $426M | 27 | 2 | 2 |
| March 2022 | $485M | 26 | 2 | 2 |
| March 2021 | $413M | 26 | 2 | 1 |
Besides its headquarters, Loom Capital Management has 1 office, with 2 listed addresses in Florida and New York.
Florida · 1 listed address
- 16690 Collins Ave, Sunny Isles Beach
New York · 1 listed address
- 110 Greene Street, Suite 606, New YorkHQ
Contact and registration details
- Legal name
- Loom Capital Management LLC
- Headquarters
- 110 Greene Street, Suite 606, New York, NY 10012
- Website
- loomcapital.com
- Phone
- 646-870-8973
- SEC file
- 801-81065
- Structure
- Delaware LLC
- Fiscal year end
- December
Loom Capital Management uses Bank J. Safra Sarasin (Bahamas) ($364M, 67%), Safra Securities ($99.3M, 18%) and J.P. Morgan ($77.7M, 14%) as custodians for its separately managed accounts. Loom Capital Management does not have custody of client assets.
- Safra SecuritiesSafra Securities LLC · New York, NY · $99.3M18%
- Bank J. Safra Sarasin (Bahamas)Bank J. Safra Sarasin (Bahamas) LTD. · Nassau · $364M67%
- J.P. MorganJ.P. Morgan Securities LLC · New York, NY · $77.7M14%
At year end, Loom Capital Management’s separately managed accounts were mostly in funds (56%) and bonds (31%).
What the accounts hold
- Stocks12%
- Funds56%
- Pooled vehicles52%
- Registered funds4%
- Bonds31%
- U.S. government and agency bonds17%
- High-yield corporate bonds11%
- Investment grade corporate bonds3%
- Other2%
- Derivatives2%
How many clients does Loom Capital Management have?
Loom Capital Management has 27 clients and manages $571 million for them, as of March 2026. They include 15 high-net-worth individuals, 7 pooled investment vehicles, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Loom Capital Management offer?
Loom Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Loom Capital Management use?
Loom Capital Management’s separately managed account assets are held at Bank J. Safra Sarasin (Bahamas) LTD. (Nassau), with $364M, Safra Securities LLC (New York, NY), with $99.3M and J.P. Morgan Securities LLC (New York, NY), with $77.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Loom Capital Management have?
Loom Capital Management has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Loom Capital Management invest in?
At the end of its last fiscal year, Loom Capital Management’s separately managed accounts held 52% pooled vehicles (private funds and similar), 17% U.S. government and agency bonds, 12% exchange-traded equities, 11% high-yield corporate bonds, 4% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds and 2% derivatives. It advises 6 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Loom Capital Management?
Loom Capital Management’s direct owners are the C-Loom Trust U/D/T Dated December 15, 2014 (50% to 75%) and the T-Loom Trust U/D/T Dated December 15, 2014 (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Loom Capital Management get paid?
Loom Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Loom Capital Management?
Loom Capital Management’s main office is at 110 Greene Street, Suite 606, New York, NY 10012. Its phone number is 646-870-8973. Its website is loomcapital.com.