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LOOMIS CAPITAL MANAGEMENT LLC

Doing business as LOOMIS CAPITAL MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$842,246,176
Discretionary
$599,856,389
Non-discretionary
$242,389,787

Firm details

CRD number
333000
SEC file number
801-131352
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.