Updated:
LOAM ADVISORY
LOAM ADVISORY is a London-based strategic advisory firm serving ultra-high-net-worth families on private market and real asset co-investments.
LOAM ADVISORY
LOAM ADVISORY was founded to serve a niche between traditional wealth management and independent advisory, targeting families that prefer a transactional rather than fiduciary relationship for specific opportunities. Public records show the firm was established in 2016, with a focus on structuring co-investments and club deals for its clients. The firm's strategy centers on private equity and real asset opportunities, sourcing deals through a network of intermediaries and family offices. LOAM ADVISORY advises on direct investments in middle-market companies and infrastructure projects, typically in Europe and the Middle East. Known co-investors include unnamed family offices from the Gulf region and select European institutions. The firm operates with a lean team of fewer than ten professionals, based primarily in London. LOAM ADVISORY does not manage pooled capital or fund vehicles. Since 2023, the firm has been active in energy transition advisory, advising a Middle Eastern family office on a renewable energy platform investment in Spain (per public record, 2024). LOAM ADVISORY's structural differentiator is its pure advisory model — no balance sheet, no fund management, no fiduciary duty beyond each engagement. This allows the firm to move between families and geographies without the constraints of a permanent capital base, positioning it as an agile intermediary for families seeking off-market deals.
General information
Firm type
other
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Frequently asked questions
Who runs investment decisions at LOAM ADVISORY?
LOAM ADVISORY does not publicly disclose its leadership structure. The firm appears to be founder-led, with a small team of advisors focused on corporate finance and family office advisory (per public records).
How does LOAM ADVISORY source proprietary deal flow?
The firm sources deals through a network of intermediaries, including boutique investment banks, legal advisors, and other family offices. It targets off-market opportunities in private equity and real assets.
Is LOAM ADVISORY structured as a single family office or does it operate more like a venture firm?
LOAM ADVISORY is structured as an independent advisory firm, not a family office. It does not manage its own capital or fund vehicles; instead, it advises clients on co-investments and direct deals.
Does LOAM ADVISORY participate in fund commitments or only direct deals?
The firm primarily advises on direct co-investments and club deals, not fund commitments. Its clients are families that prefer transactional, deal-by-deal involvement rather than blind pool investments.
What investment stages does LOAM ADVISORY typically target?
The firm focuses on middle-market direct investments and infrastructure projects, typically at the growth or buyout stage. It has been active in energy transition deals in Europe.
Which sectors does LOAM ADVISORY focus on?
LOAM ADVISORY advises on private equity and real assets, with recent activity in energy transition and renewable energy. The firm does not publicly declare sector exclusions.
Where does the underlying wealth come from for LOAM ADVISORY's clients?
The firm's client base includes ultra-high-net-worth families, some from the Middle East and Europe. The specific wealth origins are not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: