Larch Capital Partners LLC

RIASEC RegisteredEst. 2020
Total AUM
$3B
Discretionary
$1.9B
62% of AUM
Avg account
$4.9M
Accounts
613
Employees
17
Advisory reps
15

Firm details

Headquarters
Miami, Florida
CRD number
307653
Registered since
March 25, 2020
Website
www.larchcapitalpartners.com
Custodians
SANTANDER INVESTMENT SECURITIES INC., MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other92.54%
  • HNWI6.63%
  • Pooled Investment Vehicles0.83%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Larch Capital Partners LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is structured under individual ownership and identifies itself as a capital allocator that serves both high-net-worth individuals/families and institutional clients. Its advisory services include portfolio management for individuals, small businesses and institutions, and the selection of external advisers. Fee arrangements include percentage-of-AUM and fixed-fee options. The firm does not identify as an active ESG investor and does not position itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 28%, Private Funds 26%, Investment Grade Corp Bonds 20%, Non-Investment Grade Corp Bonds 12%, US Government Bonds 7%, Sovereign Bonds 4%, Cash & Cash Equivalents 1%, Other 1%28%
  • Exchange Traded Equities28%
  • Private Funds26%
  • Investment Grade Corp Bonds20%
  • Non-Investment Grade Corp Bonds12%
  • US Government Bonds7%

Owners & executives

2 of 2

  • Jonathan Lee

    Chief Compliance OfficerCRD 6824424

  • Edio Dias

    COOCRD 8065249

Contacts

3 of 13
  • Bruno Costa

    Bruno Costa

    Investment AnalystCRD 6223204

  • Juliana Traina

    Juliana Traina

    PartnerCRD 5001969

  • Rita Tavares

    Rita Tavares

    PartnerCRD 7233355

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$249M in ETFs

Passive

84%

$208M

Active

16%

$40.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$16.1M21,4416.45%
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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
201 S Biscayne Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth