{"url":"https://nivawealth.com/firms/loom-capital-management-174093","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/174093","regulatoryAum":570808296,"crd":"174093","history":[{"filedOn":"2021-03-15","regulatoryAum":412750588,"clients":26,"employees":2,"offices":1},{"filedOn":"2022-03-30","regulatoryAum":484867428,"clients":26,"employees":2,"offices":2},{"filedOn":"2023-03-20","regulatoryAum":426494682,"clients":27,"employees":2,"offices":2},{"filedOn":"2024-03-27","regulatoryAum":443116761,"clients":27,"employees":2,"offices":2},{"filedOn":"2025-03-27","regulatoryAum":505762677,"clients":26,"employees":2,"offices":2},{"filedOn":"2026-03-27","regulatoryAum":570808296,"clients":27,"employees":2,"offices":2}],"secFileNumber":"801-81065","legalName":"Loom Capital Management LLC","displayName":"Loom Capital Management","slug":"loom-capital-management-174093","website":"https://loomcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/174093/5b764ac47737c055-r1.webp","tone":"light","width":268,"height":200,"sourceUrl":"https://www.loomcapital.com/","sourceLabel":"Loom Capital Management LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"110 Greene Street, Suite 606","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10012"},"tradeNames":[],"registration":{"secApproved":"3 March 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":6621202.066666666,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":570808296,"discretionary":570808296,"discretionaryAccounts":27,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":39,"nonAumClients":1},"clientTypes":[{"label":"High-net-worth individuals","clients":15,"regulatoryAum":99318031},{"label":"Pooled investment vehicles","clients":7,"regulatoryAum":29683660},{"label":"Corporations and other businesses","clients":5,"regulatoryAum":441806605}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Safra Securities LLC","shortName":"Safra Securities","location":"New York, NY","smaAssets":99318031},{"name":"Bank J. Safra Sarasin (Bahamas) LTD.","shortName":"Bank J. Safra Sarasin (Bahamas)","location":"Nassau","smaAssets":364119197},{"name":"J.P. Morgan Securities LLC","shortName":"J.P. Morgan","location":"New York, NY","smaAssets":77687408}],"custodyNote":"Loom Capital Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jack Tabacinic","title":"Chief Executive Officer, Chief Compliance Officer, Manager","crd":"6440048"},{"name":"Adrian Caridi","title":"Chief Operating Officer","crd":"7348903"}],"ownership":[{"label":"The C-Loom Trust U/D/T Dated December 15, 2014","detail":"Member in the 50% to 75% ownership band and a control person, since December 2014."},{"label":"The T-Loom Trust U/D/T Dated December 15, 2014","detail":"Member in the 25% to 50% ownership band and a control person, since December 2014."},{"label":"Mark Tabacinic","detail":"Indirect owner: trustee of The C-Loom Trust U/D/T Dated December 15, 2014 and a control person, since December 2014. Also trustee of The T-Loom Trust U/D/T Dated December 15, 2014 and a control person, since December 2014.","parent":"The C-Loom Trust U/D/T Dated December 15, 2014"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"16690 Collins Ave","city":"Sunny Isles Beach"}]},{"state":"New York","offices":1,"addresses":[{"street":"110 Greene Street, Suite 606","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-870-8973","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"U.S. government/agency bonds","percent":17},{"label":"Investment grade corporate bonds","percent":3},{"label":"Non-investment grade corporate bonds","percent":11},{"label":"Derivatives","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":4},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":52}],"privateFunds":6},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/174093/PDF/174093.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Loom Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Loom Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Loom Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Loom Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Loom Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Loom Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Loom Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Loom Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}