SourcingSourcing

MJE - LOOP CAPITAL PARTNERS LLC

C15
CRD 287638·SEC 801-110220·NEW YORK, NY
AUM
$2.04B
$1B+
Est. Revenue
$20.4M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$49.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MJE - LOOP CAPITAL PARTNERS LLC
CRD
287638
SEC file #
801-110220
EIN
813440020
DBA names
Jlc Infrastructure

Economics

AUM
$2.04B
AUM band
$1B+
AUM trajectory
'20'26
$303.0M → $2.04B▲ +573%
Client mix
Pooled Investment Vehicles3
State Or Municipal Govt2
Insurance Companies1

Operations

Employees (total)
19
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
10 advisors → 15 advisors▲ +50%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JP3 LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
JP3 LLC
LOOP CAPITAL ASSET MANAGEMENT LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:mjeloop.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
106,605
Form 5500 Compensation Trajectory 3y
2025106,605
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
106,605
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001713119
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2017-08-02
Edgar Last Filing Date
2019-11-12
Edgar Form D Count
4
Edgar Form D Offerings
2019-11-122019-11-12 · 0001012975-19-000672
2018-11-132018-11-13 · 0001012975-18-001205

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Northern Trust11
E*trade4
Edgar Addresses
Mailing
111 WEST JACKSON, SUITE 1901CHICAGO, IL 60604
Business
111 WEST JACKSON, SUITE 1901CHICAGO, IL 60604
Edgar EIN
813440020
Edgar Recent Filings
D/A2019-11-12 · 0001012975-19-000672
D/A2018-11-13 · 0001012975-18-001205
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
MARLON RENARD SMITH
Direct Owner · 17.5%
4580001
BERKELEY, STEPHEN, SIDNEY
Executive Officer · 2.5%
5616433
HOLOMAN, ERIC, LEON
Executive Officer · 2.5%
1336801
KEOUGH, ROBERT, JAMES
Executive Officer · 2.5%
6314853
REYNOLDS, JAMES
Executive Officer · 2.5%
1162337
TASHA MARIE HENDERSON
Executive Officer · 2.5%
4117111