Clients
Loop Capital Asset Management - TCH serves 90 clients, 31 of them pension and profit-sharing plans. The average client has about $120 million with the firm.
- Banking or thrift institutions1 clients7%
- Pooled investment vehicles4 clients5%
- Pension and profit-sharing plans31 clients50%
- Charitable organizations4 clients3%
- State or municipal government entities18 clients17%
- OtherOther investment advisers, Corporations and other businesses, Investment companies, Sovereign wealth funds and foreign official institutions18%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | 1 | $745,444,992 | 6.9% | $745.4M |
| Investment companies | 1 | $25,000,000 | 0.2% | $25.0M |
| Pooled investment vehicles | 4 | $561,650,073 | 5.2% | $140.4M |
| Pension and profit-sharing plans | 31 | $5,406,821,205 | 50.0% | $174.4M |
| Charitable organizations | 4 | $341,878,154 | 3.2% | $85.5M |
| State or municipal government entities | 18 | $1,831,758,721 | 16.9% | $101.8M |
| Other investment advisers | 16 | $953,278,888 | 8.8% | $59.6M |
| Sovereign wealth funds and foreign official institutions | 1 | $53,982,466 | 0.5% | $54.0M |
| Corporations and other businesses | 14 | $888,980,929 | 8.2% | $63.5M |
| Total | 90 | $10,808,795,428 | 100% | $120.1M |
- Clients
- 1
- Regulatory AUM
- $745,444,992
- Share
- 6.9%
- Avg. per client
- $745.4M
- Clients
- 1
- Regulatory AUM
- $25,000,000
- Share
- 0.2%
- Avg. per client
- $25.0M
- Clients
- 4
- Regulatory AUM
- $561,650,073
- Share
- 5.2%
- Avg. per client
- $140.4M
- Clients
- 31
- Regulatory AUM
- $5,406,821,205
- Share
- 50.0%
- Avg. per client
- $174.4M
- Clients
- 4
- Regulatory AUM
- $341,878,154
- Share
- 3.2%
- Avg. per client
- $85.5M
- Clients
- 18
- Regulatory AUM
- $1,831,758,721
- Share
- 16.9%
- Avg. per client
- $101.8M
- Clients
- 16
- Regulatory AUM
- $953,278,888
- Share
- 8.8%
- Avg. per client
- $59.6M
- Clients
- 1
- Regulatory AUM
- $53,982,466
- Share
- 0.5%
- Avg. per client
- $54.0M
- Clients
- 14
- Regulatory AUM
- $888,980,929
- Share
- 8.2%
- Avg. per client
- $63.5M
Total
- Clients
- 90
- Regulatory AUM
- $10,808,795,428
- Share
- 100%
- Avg. per client
- $120.1M
What it does
Loop Capital Asset Management - TCH provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets and performance-based fees.
Loop Capital Asset Management - TCH advises 3 private funds.
100.0% of assets ($10.81B across 90 accounts) are managed with discretion. 4% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Bonds70%
- Investment grade corporate bonds39%
- U.S. government and agency bonds28%
- High-yield corporate bonds2%
- Sovereign bonds1%
- Cash2%
- Other28%
- Securitized products (abs mbs)28%
Custodians
Loop Capital Asset Management - TCH does not have custody of client assets.
- All other custodians$10.81B100%
Ownership and leadership
Loop Capital Asset Management LLC owns 75% or more of Loop Capital Asset Management - TCH, and James Reynolds is its CEO.
- Owns 75% or more of Loop Capital Asset Management - TCH LLC
Loop Capital Asset Management LLC
Control person · since January 2022
- Owns 75% or more of Loop Capital Asset Management LLC
Loop Capital LLC
Control person · since January 2022
- Owns 50% to 75% of Loop Capital LLC
Loop Capital Holdings LLC
Control person · since October 2013
- Owns 75% or more of Loop Capital Holdings LLC
James Reynolds
Control person · since January 2004
Leadership
- James ReynoldsChief Executive Officer
- Ira LupkinChief Financial Officer
- Stephen BerkeleyChief Compliance Officer
- Scott KimballCIO Loop Capital Asset Management - TCH, LLC
- Adam PhillipsManaging Director Loop Capital Asset Management - TCH, LLC
Staff
- 23 employees
- 18 in advisory functions
- 2 state-registered reps
- 3 broker-dealer reps
Fees
Loop Capital Asset Management - TCH is paid through a percentage of assets under management and performance-based fees.
Loop Capital Asset Management - TCH’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Loop Capital Asset Management - TCH has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 1001 Brickell Bay Drive, Suite 2100, MiamiHQ
Other business names
Loop Capital Asset Management - TCH has reported 1 other business name to the SEC.
- Loop Capital Asset Management
Registration details
- Legal name
- Loop Capital Asset Management - TCH LLC
- Headquarters
- 1001 Brickell Bay Drive, Suite 2100, Miami, FL 33131-4940
- Phone
- 305-379-2100
- Website
- HTTP://WWW.loopcapital.com
- SEC file
- 801-69873
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Loop Capital Asset Management - TCH have?
Loop Capital Asset Management - TCH has 90 clients and manages $10.8 billion for them, as of March 2026. They include 31 pension and profit-sharing plans, 18 state or municipal government entities and 16 other investment advisers.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Loop Capital Asset Management - TCH offer?
Loop Capital Asset Management - TCH provides portfolio management for investment companies, 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
How many financial advisors does Loop Capital Asset Management - TCH have?
Loop Capital Asset Management - TCH has 2 investment adviser representatives registered with state securities authorities, out of 23 employees, and 18 perform investment advisory functions. 3 are registered representatives of a broker-dealer and 0 are 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 Loop Capital Asset Management - TCH invest in?
At the end of its last fiscal year, Loop Capital Asset Management - TCH’s separately managed accounts held 39% investment grade corporate bonds, 28% U.S. government and agency bonds, 28% securitized products (abs mbs), 2% high-yield corporate bonds, 2% cash and equivalents and 1% sovereign bonds. It advises 3 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 Loop Capital Asset Management - TCH?
Loop Capital Asset Management - TCH is owned through a chain of holding companies by James Reynolds. Its direct owner is Loop Capital Asset Management LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Loop Capital Asset Management - TCH get paid?
Loop Capital Asset Management - TCH 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