LARCH CAPITAL PARTNERS LLC
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
FINTRXOverview
Larch Capital Partners LLC is an independent, SEC‑registered investment adviser organized as an LLC and operating since 2020. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its revenue model combines AUM‑based fees with fixed fees. Core advisory services include discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, plus selection of third‑party managers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities28%
- Private Funds26%
- Investment Grade Corp Bonds20%
- Non-Investment Grade Corp Bonds12%
- US Government Bonds7%
Owners & executives
2 of 2JONATHAN LEE
Chief Compliance OfficerCRD 6824424
EDIO DIAS
COOCRD 8065249
Contacts
3 of 13RODRIGO FARO
Investment Advisor RepresentativeCRD 4569629
Joao Paulo Barroso
Operations AnalystCRD 8047011
Rita Tavares
PartnerCRD 7233355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$171M in ETFs
84%
$142M
17%
$28.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.6M | 17,828 | 6.83% |
Location
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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