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Loomis Capital Management LP

● SEC registered since 2024CRD 333000SEC# 801-131352
Export (members)
Reg. AUM
$197.6M
Employees
1
Accounts
24
Location

Loomis Capital Management LP assets under management

Loomis Capital Management LP is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $197.6 million in regulatory assets under management and employs 1 people.

Loomis Capital Management LP owners & executives

3 reported
NameTitleOwnershipSince
Heather Lynn Loomis ControlPresident, Cio, CcoUnder 5%2024
Loomis Capital Management GP LLC ControlGeneral PartnerOver 75%2024
Heather Lynn Loomis ControlManaging MemberOver 75%2024

Frequently asked questions

How much does Loomis Capital Management LP manage?

Loomis Capital Management LP reports $197.6 million in regulatory assets under management on its Form ADV.

How many employees does Loomis Capital Management LP have?

Loomis Capital Management LP reports 1 employees.

Does Loomis Capital Management LP disclose fund performance?

Loomis Capital Management LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone203-249-6431
Office hours8:00 a.m. - 6:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$197.6M
Total (RAUM)$197.6M