Loop Capital
Loop Capital is a privately-held, full-service investment bank founded in 1997 in Chicago, providing investment banking, brokerage, public finance, asset management, and financial consulting services to corporate, governmental, and institutional clients across 20+ U.S. offices with global trading reach.
- Company typePrivate
- Founded1997
- HeadquartersChicago, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
What Loop Capital does
Loop Capital is a privately-held, full-service investment bank and broker-dealer founded in 1997 in Chicago by James Reynolds, Jr. The firm serves corporate, governmental, and institutional clients through four primary operating entities: Loop Capital Markets (investment banking and broker-dealer, registered with SEC, FINRA, MSRB, SIPC, CFTC, and NFA), Loop Capital Financial Consulting Services (valuation, financial due diligence, litigation, and restructuring), Loop Capital Asset Management or LCAM (institutional fixed income management with $10.8 billion AUM across 12 strategies), and Loop Capital Investment Management (wealth management with private equity, private debt, infrastructure, and real estate exposure). The firm maintains a joint venture interest in JLC Infrastructure, co-founded with Magic Johnson Enterprises in 2015, and operates through nearly 300 professionals across 20+ U.S. offices and equity trading reach spanning 40+ countries.
Loop Capital firmographics
Firmographics- Name
- Loop Capital
- Legal name
- Loop Capital Markets LLC
- Website
- https://loopcapital.com
- Company type
- Private
- Founded year
- 1997
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Loop Capital is a privately-held, full-service investment bank founded in 1997 in Chicago, providing investment banking, brokerage, public finance, asset management, and financial consulting services to corporate, governmental, and institutional clients across 20+ U.S. offices with global trading reach.
- Ownership category
- akta.pro rank
Loop Capital industry classification
Industry- Product category
- Investment Banking
- NAICS
- Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (52394), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)
- akta.pro primary industry
- Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
- akta.pro secondary industries
- Corporate Finance & Capital Advisory (BPAHADAB), Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)
Keywords
Where Loop Capital is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices22 records
Markets served
Loop Capital business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Banking & Underwriting: Debt and equity capital markets services including senior manager and co-manager roles on debt offerings, equity offerings, and green bond offerings. Loop Capital has served as senior or co-manager on over $7 trillion in underwriting mandates since inception and over $1 trillion in municipal transactions.
- Fixed Income Sales & Trading: Equity and fixed income sales and trading across taxable and tax-exempt debt. The firm trades $2 billion in fixed income securities daily and $750 million average daily trading volume in equities across 40+ countries.
- Brokerage Services: Full-service broker-dealer registered with SEC, FINRA, MSRB, SIPC, CFTC and NFA providing securities, investment banking services and derivatives trading.
- Asset Management Fees: Loop Capital Asset Management (LCAM) manages $10.8 billion in twelve fixed income investment strategies for institutional investors including public and corporate pension funds, endowments and foundations in the US and Europe.
- Investment Management: Wealth management services for high net worth individuals and families through creation, execution and management of investment opportunities in alternative asset sectors such as private equity, private debt, infrastructure and real estate.
- Financial Consulting Services: Valuation, financial due diligence, litigation support, restructuring and other key financial consulting services to public and private companies, boards of directors, law firms, municipal sector clients and individuals.
- Transition Management: Customized strategies to assure seamless transition during asset migrations involving different asset classes, currencies, markets and multiple asset managers.
Go-to-market motion3 records
Distribution channels5 records
Marketing channels5 records
Loop Capital product offering
Product offeringCore offering
Loop Capital is a full-service investment bank, broker-dealer, and financial advisory firm that underwrites debt and equity securities, executes equity and fixed income sales and trading globally, provides institutional fixed income asset management through LCAM ($10.8B AUM), delivers municipal and public finance underwriting, performs M&A and corporate advisory, and offers valuation, financial due diligence, litigation support, restructuring, transition management, and wealth management services to corporate, governmental, institutional, and high net worth clients.
Product overview
Loop Capital is a full-service investment bank, brokerage and advisory firm established in 1997, offering a comprehensive platform of financial services through four primary entities: Loop Capital Markets (investment banking and broker-dealer), Loop Capital Financial Consulting Services (valuation and advisory), Loop Capital Asset Management (institutional fixed income management with $10.8 billion AUM), and Loop Capital Investment Management (wealth management). The firm's services span public finance, capital markets, investment banking, research, and transition management, with specialized infrastructure investment through JLC Infrastructure partnership. Loop Capital operates as a relationship-based financial services firm rather than a technology product company, with services delivered through direct client engagement, proprietary trading platforms, and institutional distribution networks.
Differentiator
Problem solved
Functional benefit
Brands
- Loop Capital Asset Management (LCAM): Fixed income asset management for institutional investors, offering 12 investment strategies including Core, Core Plus, Multi Asset Credit, High Yield, and Sustainable investing
- JLC Infrastructure
- Loop Capital Markets
Products and services
- Investment Banking
Quantifiable outcome
- 86% of transitions completed within one standard deviation of pre-trade cost estimate over the past five years
- +3 more outcomes
Companies that use Loop Capital
Customer profileNamed customers10 records
Segments4 records
Ideal customer profiles5 records
Loop Capital technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Loop Capital partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and minor.
- Virtas PartnerscoreStrategic alliance between Loop Capital Financial Consulting and Virtas Partners to provide clients with greater access to debt and equity capital, investment banking services, financial due diligence, and valuation expertise. Designed specifically for middle-market private equity, bringing together complementary capabilities from pre-acquisition diligence through post-close optimization and exit preparation.
- BMO Asset Management Corp.minorLoop Capital acquired Taplin, Canida & Habacht, LLC (TCH), a Miami-based investment advisory firm, from BMO Asset Management Corp. The acquisition expanded Loop Capital's asset management capabilities, with TCH managing $6.2 billion in assets and serving institutional clients globally.
- JLC InfrastructurecoreJLC Infrastructure is an investment and asset management firm co-founded with Magic Johnson Enterprises in 2015, focused on transportation, communications, energy, utilities and social infrastructure sectors across the United States. Loop Capital maintains managing directors and partners within JLC.
- &PartnersminorA registered investment advisor partnership providing additional investment management capabilities to the Loop Capital platform.
- Chicago Scholars FoundationminorPartnership with Chicago Scholars Foundation, the largest college access and success program in Chicago serving more than 5,000 Scholars and Alumni each year. Provides promising academically talented diverse individuals with internships and career access opportunities.
- JLC InfrastructurecoreInfrastructure investment platform through JLC Infrastructure, an asset management firm focused on transportation, communications, energy, utilities and social infrastructure sectors. Provides differentiated investment strategy and proven access to unique investment opportunities in infrastructure targeting balanced portfolio with public & private infrastructure assets.
Scale indicators10 records
Recent moves7 records
Expansion highlights6 records
Loop Capital competitors and assessment
Company assessmentDirect peers
- Robert W. Baird & Co. Privately held, full-service mid-market investment bank and wealth manager offering investment banking, equity research, sales & trading, and asset management. Highly comparable diversified platform serving corporate, institutional, and government clients.
- Stifel Financial Corp. Diversified mid-market financial services firm with full-service investment banking, institutional brokerage, public finance, and asset management. Operates with similar multi-vertical model targeting middle-market corporate and government issuers.
- Piper Sandler Companies: Middle-market focused investment bank with public finance, equity underwriting, M&A advisory, fixed income trading, and asset management. Comparable in segment focus and product breadth serving corporate and government clients.
- Samuel A. Ramirez & Co. Minority-owned full-service investment bank and broker-dealer with deep municipal bond underwriting and fixed income sales & trading. Closest peer along diversity ownership positioning and municipal bond franchise strength.
- Siebert Williams & Co. Minority-owned full-service investment bank and broker-dealer offering public finance, capital markets, equity research, and corporate advisory. Directly comparable ownership positioning, product mix, and client segments.
- Jefferies Financial Group: Diversified mid-market investment bank with capital markets, M&A advisory, equities, fixed income, and asset management. Comparable full-service platform with similar middle-market origination strengths.
- Cantor Fitzgerald: Diversified financial services firm with investment banking, equity and fixed income sales & trading, prime brokerage, and asset management. Comparable mid-market institutional focus and broad product offering.
- KeyBanc Capital Markets: Middle-market investment banking arm of KeyCorp offering public finance, debt and equity capital markets, M&A advisory, and fixed income. Comparable regional footprint with similar corporate and government client mix.
Broad incumbents
- BMO Capital Markets: Investment banking and capital markets arm of Bank of Montreal. Previously owned and sold Taplin, Canida & Habacht (now Loop Capital Asset Management) to Loop Capital in 2022, making it both a historical counterparty and comparable bulge-adjacent competitor.
- Mizuho Securities USA: Mid-tier global investment bank with capital markets, fixed income sales & trading, and advisory. Often appears as co-manager alongside Loop on municipal and corporate offerings; comparable product set with broader international reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Loop Capital social profiles
Digital presenceLoop Capital financial estimates
Financial estimateRevenue estimate
Valuation estimate
Loop Capital leadership team
Management profileNumber of profiles
Profiles16 records
Loop Capital subsidiaries and ownership
Company hierarchySubsidiaries7 records
Loop Capital funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Loop Capital M&A and investment
M&A and investmentM&A1 record
Investments7 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Loop Capital
What does Loop Capital do?
Loop Capital is a full-service investment bank, broker-dealer, and financial advisory firm that underwrites debt and equity securities, executes equity and fixed income sales and trading globally, provides institutional fixed income asset management through LCAM ($10.8B AUM), delivers municipal and public finance underwriting, performs M&A and corporate advisory, and offers valuation, financial due diligence, litigation support, restructuring, transition management, and wealth management services to corporate, governmental, institutional, and high net worth clients.
Is Loop Capital a public or private company?
Loop Capital is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Loop Capital founded?
Loop Capital was founded in 1997. It employs 101 to 250 people.
Where is Loop Capital based?
Loop Capital is headquartered in Chicago, United States, in the North America region.
How does Loop Capital make money?
Seven revenue lines are on record. Investment Banking & Underwriting is the primary driver. The others are fixed Income Sales & Trading, brokerage Services, asset Management Fees, investment Management, financial Consulting Services and transition Management.
Who are Loop Capital's main competitors?
Direct peers on record are Robert W. Baird & Co., Stifel Financial Corp., Piper Sandler Companies, Samuel A. Ramirez & Co., Siebert Williams & Co., Jefferies Financial Group, Cantor Fitzgerald and KeyBanc Capital Markets. Broad incumbents are BMO Capital Markets and Mizuho Securities USA.
Does Loop Capital have an API?
No public API is recorded for Loop Capital.
What industry is Loop Capital in?
Loop Capital's product category is Investment Banking. Its primary akta.pro industry code is FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523 and its SIC code is 6211.