DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Jlc Infrastructure
Legal name Mje - Loop Capital Partners LLC
Latest filing Mar 27, 2026
First filing on the tape Mar 17, 2017 · 24 filings
SEC status approved since Mar 31, 2017
RAUM
$2.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
19
15 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$2.0B as of Mar 27, 2026
Mar 12, 2018$303M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 12, 20180 then
Employees (5.A)19 as of Mar 27, 2026
Mar 12, 20189 then
Private funds3 as of Mar 27, 2026
Mar 12, 20181 then
RAUM -2.3% over the last fiscal year+13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $340MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 40%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B60%
- State and municipal entities$795M39%
- Insurance companies$24.6M1.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.6 institutional_share=0.4 related_bd=true related_bank=false bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Jlc Infrastructure Fund I L.P. | Private Equity Fund | $471M | 14 | Jul 28, 2017 |
| Jlc Terminal One Co-Invest L.P. | Private Equity Fund | $420M | 5 | Mar 22, 2024 |
| Jlc Infrastructure Fund II L.P. | Private Equity Fund | $415M | 10 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Sidney Stephen Berkeley · Chief Compliance Officercontrolsince 02/2017 · owns less than 5%
- Leon Eric Holoman · Managing Partnercontrolsince 12/2015 · owns less than 5%
- James Robert Keough · Managing Directorcontrolsince 02/2018 · owns less than 5%
- James Reynolds · Managing Partnercontrolsince 12/2015 · owns less than 5%
- Renard Marlon Smith · Managing Directorcontrolsince 12/2015 · owns 10% to 25%
- Leon Eric Holoman · Membercontrolsince 12/2014 · owns 75% or more of Presidio Capital Holdings LLC
- James Reynolds · Ownercontrolsince 01/2004 · owns 75% or more of Loop Capital Holdings LLC
- Renard Marlon Smith · Membercontrolsince 06/2018 · owns 75% or more of Aliquot Holdings LLC
- Marie Tasha Henderson · Secretary And Chief Financial Officersince 12/2015 · owns less than 5%
Entity owners
- Loop Capital Holdings LLC · Ownerindirect · owns 50% to 75% of Loop Capital LLC
- Aliquot Holdings LLC · Memberdirect · owns 5% to 10%
- Presidio Capital Holdings LLC · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Equitrust Life Insurance Companyreal estaten
- Jlc Gp I LLCpooled vehicle sponsory
- Jlc Gp II LLCpooled vehicle sponsory
- Loop Capital Asset Managementinvestment advisernRAUM $11B
- Loop Capital Markets LLCbroker-dealerinvestment advisern
Offices
Schedule D 1.F, the 25 largest
- Chicago, IL3 employees
What changed
consecutive filings, newest first
- Advisory employees · 13 to 15Dec 4, 2025 to Mar 27, 2026
- Employees · 16 to 19Dec 4, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.1B to $2.0BDec 4, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.2B to $1.2BDec 4, 2025 to Mar 27, 2026
- RAUM · $2.1B to $2.0BDec 4, 2025 to Mar 27, 2026
- Financial planning clients · 0 to 0Oct 28, 2024 to Apr 8, 2025
- Discretionary RAUM · $1.5B to $2.1BOct 28, 2024 to Apr 8, 2025
- Pooled vehicle RAUM · $1.1B to $1.2BOct 28, 2024 to Apr 8, 2025
- RAUM · $1.5B to $2.1BOct 28, 2024 to Apr 8, 2025
- Advisory employees · 12 to 13Jan 22, 2024 to Mar 22, 2024
- Employees · 15 to 16Jan 22, 2024 to Mar 22, 2024
- Private funds · 2 to 3Jan 22, 2024 to Mar 22, 2024
- Discretionary RAUM · $1.4B to $1.5BJan 22, 2024 to Mar 22, 2024
- Pooled vehicle RAUM · $1.0B to $1.1BJan 22, 2024 to Mar 22, 2024
- RAUM · $1.4B to $1.5BJan 22, 2024 to Mar 22, 2024
- Accounts · 4 to 6Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 10 to 12Mar 30, 2022 to Mar 30, 2023
- BD registered reps · 3 to 2Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 1 to 3Mar 30, 2022 to Mar 30, 2023
- Employees · 12 to 15Mar 30, 2022 to Mar 30, 2023
- Private funds · 1 to 2Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $408M to $1.4BMar 30, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $263M to $0Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $408M to $1.0BMar 30, 2022 to Mar 30, 2023
- RAUM · $671M to $1.4BMar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $399M to $408MNov 1, 2021 to Mar 30, 2022
- Non-discretionary RAUM · $255M to $263MNov 1, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $399M to $408MNov 1, 2021 to Mar 30, 2022
- RAUM · $654M to $671MNov 1, 2021 to Mar 30, 2022
- HQ city · CHICAGO to NEW YORKJul 26, 2021 to Oct 20, 2021
- HQ state · IL to NYJul 26, 2021 to Oct 20, 2021
- Accounts · 1 to 4Mar 20, 2020 to Mar 30, 2021
- Advisory activities · 1 to 2Mar 20, 2020 to Mar 30, 2021
- BD registered reps · 4 to 3Mar 20, 2020 to Mar 30, 2021
- Discretionary RAUM · $396M to $399MMar 20, 2020 to Mar 30, 2021
- Non-discretionary RAUM · $0 to $255MMar 20, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $396M to $399MMar 20, 2020 to Mar 30, 2021
- RAUM · $396M to $654MMar 20, 2020 to Mar 30, 2021
- Assets in custody · $100,000 to $0Mar 18, 2019 to Mar 20, 2020
- Custody of client assets · true to falseMar 18, 2019 to Mar 20, 2020
Signals
5 dated events
- Jlc Infrastructure reported RAUM $2.1B, up 35% from $1.5B (2024-10-28 to 2025-04-08)Apr 8, 2025 · RAUM change · derived
- Jlc Infrastructure reported RAUM $1.4B, up 112% from $671.2M (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Jlc Infrastructure reported RAUM $653.7M, up 65% from $396.0M (2020-03-20 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Earvin Johnson (Managing Partner) no longer on Schedule A of Jlc Infrastructure (listed 2019-03-18, absent 2020-03-20)Mar 20, 2020 · Control person left · inference
- Mje - Loop Capital Partners Llc filed its initial SEC registration (Form ADV)Mar 17, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Jlc Infrastructure · Independent Sponsorsshared crd · capital_provider
- JLC Infrastructure · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/jlc-infrastructure/posts/?feedView=allreportedpublic record, Form ADV, Sep 17, 2026
- Website
- jlcinfra.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 212 701-8715reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026