Loop Capital Markets Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 15
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 250
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 10 | $0 | — |
| Other investment advisers | 5 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Bank Of New York Mellon Corporation Pension Plan The Bank Of New York Mellon | 2024 | |
| Warehouse Employees Union Local 169 And Employers Joint Pension Fund Warehouse Employees Union Local 169 And Employers Joint Pension Fund | Elkins Park, PA | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Willie Arthur Greene | Registered representative | Feb 2013 (13y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Bank Of New York Mellon Corporation Pension Plan | The Bank Of New York Mellon | 5,336 | $5.2B | 01/01/2024 |
| Warehouse Employees Union Local 169 And Employers Joint Pension Fund | Warehouse Employees Union Local 169 And Employers Joint Pension Fund | 373 | $43.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1.87 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Fixed fees
- • Commissions
- • Other fees
- • NEGOTIATED FEES FOR RESEARCH SERVICES
Services
- • Security ratings or pricing services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗