Loomis Capital Management LLC
● SEC registered since 2024CRD 333000SEC# 801-131352
Reg. AUM
$842.2M
Employees
1
Accounts
89
Location
—
Loomis Capital Management LLC assets under management
Loomis Capital Management LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $842.2 million in regulatory assets under management and employs 1 people.
Loomis Capital Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Lynn Loomis Control | President, Cio, Cco, Member | Over 75% | 2024 |
Frequently asked questions
How much does Loomis Capital Management LLC manage?
Loomis Capital Management LLC reports $842.2 million in regulatory assets under management on its Form ADV.
How many employees does Loomis Capital Management LLC have?
Loomis Capital Management LLC reports 1 employees.
Does Loomis Capital Management LLC disclose fund performance?
Loomis Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 203-249-6431 |
| Office hours | 8:00 a.m. - 6:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$842.2M▲ 326%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$842.2Mregulatory AUM
Discretionary $599.9MNon-discretionary $242.4M