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LOOMIS CAPITAL MANAGEMENT
LOOMIS CAPITAL MANAGEMENT LP
CRD 333000 · SEC 801-131352
CA, United States
Phone
203-249-6431
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$842.2M
Discretionary AUM
$599.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Partnership
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $842.2M |
States served
CA, WY
All web addresses on file
Official SEC filing: View on IAPD