LOOP CAPITAL ASSET MANAGEMENT
  • LOOP CAPITAL ASSET MANAGEMENT
  • BMO FIXED INCOME/TAPLIN CANIDA & HABACHT
  • TAPLIN, CANIDA & HABACHT, LLC
  • LOOP CAPITAL ASSET MANAGEMENT - TCH LLC
  • BMO GLOBAL ASSET MANAGEMENT - FIXED INCOME
  • BMO GLOBAL ASSET MANAGEMENT

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Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 02/06/2009
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 10,808,795,428 27%
of that, discretionary 10,808,795,428 27%
Number of Employees 23 -26%
of those in investment advisory functions 18 -28%
Private Fund GAV* 539,590,584 50%
Avg Account Size 120,097,727 19%
SMA’s Yes
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Investment companies
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Sovereign wealth funds and foreign official institutions
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

12B 10B 9B 7B 5B 3B 2B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary