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LOAM ADVISORY
LOAM ADVISORY is a other; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets fundraising...
LOAM ADVISORY
LOAM ADVISORY is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
other
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.
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