Loom Capital Management Llc
- Regulatory AUM
- $571M
- Discretionary
- $571M
- Clients
- 27
- Avg AUM / client
- $21.1M
- Accounts
- 27
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 15 | $99.3M | 17.4% |
| Pooled investment vehicles (non-investment companies) | 7 | $29.7M | 5.2% |
| Corporations and other businesses | 5 | $442M | 77.4% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $63.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Glide Direct Spc Ltd: Triple F Segregated Portfolio Sp1003 feeder | Other Private Fund | British Virgin Islands | $25.9M | 3 |
| Glide Fund Spc Ltd: Loom Life Opportunities Segregated Portfolio Sp1034 feeder | Other Private Fund | British Virgin Islands | $13.3M | 2 |
| Glide Fund Spc: Lac Segregated Portfolio Sp1005 feeder | Other Private Fund | British Virgin Islands | $7.9M | 8 |
| Glide Fund Series: Loom Life Portfolio Sp1009 feeder | Other Private Fund | Delaware | $5.3M | 15 |
| Glide Fund Series Llc: Lac Portfolio Sp1002 feeder | Other Private Fund | Delaware | $4.3M | 13 |
| Glide Fund Spc: Loom Life Segregated Portfolio Sp1019 feeder | Other Private Fund | British Virgin Islands | $3.4M | 3 |
| Glide Fund Spc: Lac Long Term Segregated Portfolio Sp1013 feeder | Other Private Fund | British Virgin Islands | $3.4M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tabacinic, Jack, "Nmn" | Chief Executive Officer, Chief Compliance Officer, Manager | Dec 2014 (12y) | Less than 5% | |
| Tabacinic, Mark, "Nmn" | Trustee | Dec 2014 (12y) | GP / trustee / elected manager of The C Loom Trust U/D/T Dated December 15, 2014 (indirect) | |
| Caridi, Adrian, Leon | Chief Operating Officer | Dec 2020 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The C Loom Trust U/D/T Dated December 15, 2014 | Member | Dec 2014 | A | 50% – 75% |
| The T Loom Trust U/D/T Dated December 15, 2014 | Member | Dec 2014 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $63.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Glide Direct Spc Ltd: Triple F Segregated Portfolio Sp1003 | Other Private Fund | $25.9M | $500K | 3 |
| Glide Fund Spc Ltd: Loom Life Opportunities Segregated Portfolio Sp1034 | Other Private Fund | $13.3M | $500K | 2 |
| Glide Fund Spc: Lac Segregated Portfolio Sp1005 | Other Private Fund | $7.9M | $500K | 8 |
| Glide Fund Series: Loom Life Portfolio Sp1009 | Other Private Fund | $5.3M | $500K | 15 |
| Glide Fund Series Llc: Lac Portfolio Sp1002 | Other Private Fund | $4.3M | $500K | 13 |
| Glide Fund Spc: Loom Life Segregated Portfolio Sp1019 | Other Private Fund | $3.4M | $500K | 3 |
| Glide Fund Spc: Lac Long Term Segregated Portfolio Sp1013 | Other Private Fund | $3.4M | $500K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Bank J. Safra Sarasin (Bahamas) Ltd. $364M (64% of AUM) Mar 2026
- Safra Securities Llc $99.3M (17% of AUM) Mar 2026
- J.P. Morgan $77.7M (14% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗