Updated:
Loop Capital Holdings
Loop Capital Holdings is an SEC-registered investment adviser in Miami, FL, registered since 2009. The firm manages $10.8 billion in regulatory assets.
Loop Capital Holdings
Loop Capital Holdings is an SEC-registered investment adviser in Miami, FL, registered since 2009. The firm manages $10.8 billion in regulatory assets. It has 23 employees and 18 investment advisers.
General information
Firm type
Full-service investment bank, brokerage and advisory firm
Year founded
1997
AUM
$10.8B
Location
Region
North America
Country
United States
City
Miami
Corporate office
Chicago, IL, United States
Frequently asked questions
Who runs investment decisions at Loop Capital Holdings?
Loop Capital was founded by James Reynolds Jr. and Albert Grace Jr., and the firm is led by executive leadership with backgrounds in fixed income and investment banking. Specific CIO or investment committee details are not publicly listed on firm materials.
What investment services does Loop Capital provide?
Loop Capital provides fixed-income trading and underwriting, equity capital markets, and investment banking advisory. The firm specializes in municipal bonds, corporate debt, and public finance, with a stated focus on serving institutional clients.
How does Loop Capital source proprietary deal flow?
Deal flow is generated through relationships with municipal issuers, corporate clients, and syndication networks, as well as its certification as a minority-owned business enterprise (MBE) which opens opportunities in public finance mandates.
Is Loop Capital structured as a family office or an asset manager?
Loop Capital Holdings is a financial services firm operating as an independent asset manager and investment banking boutique, not a single-family office. It is registered as a broker-dealer and investment advisor.
Which sectors does Loop Capital focus on?
Loop Capital's focus is on fixed income, municipal finance, corporate debt, and equity capital markets. It does not appear to have explicit sector avoidance, though its primary focus is on public finance and credit markets.
Does Loop Capital participate in fund commitments or only direct deals?
Loop Capital acts as an underwriter and advisor, not a fund-of-funds or direct commitment vehicle. Its business model is fee-based from trading, underwriting, and advisory mandates rather than capital deployment into external funds.
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 registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: