Mje Loop Capital Partners LLC (Chicago)

Mje Loop Capital Partners LLC is a large advisory firm based in Chicago. It manages $303 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017.

Mje Loop Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mje Loop Capital Partners: assets under management

The assets under management (AUM) of Mje Loop Capital Partners LLC is $303 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $303 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $303 million each.

Mje Loop Capital Partners has custody of $100 thousand in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mje Loop Capital Partners LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Mje Loop Capital Partners serves?

The only and largest group of clients of Mje Loop Capital Partners is pooled investment vehicles with 1 clients and $303 million of assets under management. Among the 11 most similar advisory firms, Mje Loop Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $303 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Mje Loop Capital Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.

Careers at Mje Loop Capital Partners LLC

The company employs 12 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Reynolds	Managing partner	1 Dec 2015	Other	1162337
Marlon Renard Smith	Managing partner	1 Dec 2015	Other	4580001
Eric Leon Holoman	Managing partner	1 Dec 2015	Other	1336801
Earvin Johnson	Managing partner	1 Dec 2015	Other	6027948
Loop Capital Jlc Holdings Llc	Managing member	1 Dec 2015	25% - 50%	47-5554159
Jp3 Llc	Managing member	1 Dec 2015	25% - 50%	81-1100465
Tasha Marie Henderson	Secretary	1 Dec 2015	Other	4117111
Hc Global Llc	Member	1 Jun 2016	25% - 50%	81-5294101
Stephen Sidney Berkeley	Chief compliance officer	1 Feb 2017	Other	5616433
Robert James Keough	Managing partner	1 Feb 2018	Other	6314853
Presidio Capital Holdings Llc	Member	1 Jul 2018	Other	83-2455726
Aliquot Holdings Llc	Member	1 Oct 2018	Other	83-0767917

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Earvin Johnson	Trustee	1 Mar 1992	Other	6027948
Eric Leon Holoman	Member	1 Dec 2014	75% - 100%	1336801
Hua Chen	Hua chen	1 May 2015	75% - 100%	6768431
June Bug Lifetime Trust	Member	1 Jan 2016	75% - 100%	xxx-xx-xxxx
Llc Loop Capital Holdings Ii	Member	1 Nov 2016	75% - 100%	82-0638170
Jr. Legacy Trust James Reynolds	Member	1 Nov 2016	75% - 100%	xxx-xx-xxxx
Rufus Williams	Trustee	1 Nov 2016	Other	6768430
Marlon Renard Smith	Member	1 Jun 2018	75% - 100%	4580001

Based in Chicago

The principal office where Mje Loop Capital Partners LLC performs its advisory services is located at 111 West Jackson Blvd., Chicago, IL 60604, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312 913-2203. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.