LOCI CAPITAL GROUP, LLC
CRD #318484 SEC #802-129427 TAMPA, FL 720-409-2820
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Francis, Garrett, Grant | I | PRINCIPAL | NA | |
| Francis, Garrett, Grant | I | PRINCIPAL | NA | |
| Francis, Garrett, Grant | I | PRINCIPAL | NA | |
| GREENWOOD, DAMIEN, PHILIP THOMAS | I | PRINCIPAL | NA | |
| GREENWOOD, DAMIEN, PHILIP THOMAS | I | PRINCIPAL | NA | |
| GREENWOOD, DAMIEN, PHILIP THOMAS | I | PRINCIPAL | NA | |
| WILSON, CASSON, ANDREW | I | PRINCIPAL | NA | |
| WILSON, CASSON, ANDREW | I | PRINCIPAL | NA | |
| WILSON, CASSON, ANDREW | I | PRINCIPAL | NA | |
| Workman, Nathan, David | I | COO | NA | |
| Workman, Nathan, David | I | COO | NA | |
| Workman, Nathan, David | I | COO | NA | |
| Phillips, Michael, Joseph | I | MANAGING PARTNER & CEO | E | Control |
| Phillips, Michael, Joseph | I | MANAGING PARTNER & CEO | E | Control |
| Phillips, Michael, Joseph | I | MANAGING PARTNER & CEO | E | Control |
| CHILLCO LLC | DE | MEMBER | A | |
| CHILLCO LLC | DE | MEMBER | A | |
| CHILLCO LLC | DE | MEMBER | A | |
| Chillura, Patton, Joseph | I | FOUNDING PARTNER & MANAGING PRINCIPAL | A | |
| Chillura, Patton, Joseph | I | FOUNDING PARTNER & MANAGING PRINCIPAL | A | |
| Chillura, Patton, Joseph | I | FOUNDING PARTNER & MANAGING PRINCIPAL | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Chillura, Patton, Joseph | I | CHILLCO LLC | E | Control |
| Chillura, Patton, Joseph | I | CHILLCO LLC | E | Control |
Registrations
Federal
ERA
Mar 31, 2025 REGISTERED
Address
4830 W KENNEDY BLVDSUITE 880
TAMPA, FL 33609
United States
Phone: 720-409-2820