Loop Capital Asset Management (LCAM) offers customized fixed income portfolio management solutions to institutions like retirement and pension accounts, government entities, trusts, estates, endowments, and foundations. LCAM manages portfolios on a team basis within an investment framework designed to meet each client’s objectives. Clients can place reasonable restrictions on their accounts.
Assets Under Management$9.9B
Clients84
Advisors2
Avg. per Client$120M
Avg. per Advisor$4.9B
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are negotiable depending on the particular requirements and circumstances of each account. LCAM also may agree to charge a performance fee if permitted under applicable laws and regulations.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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