WORCH CAPITAL LLC

Overview

Worch Capital LLC is an independent registered investment adviser that manages portfolios for high-net-worth individuals, families and select institutional clients. The firm combines traditional discretionary portfolio management and financial planning with advisory services for pooled vehicles; it also sponsors one hedge fund. Fee arrangements include percentage-of-AUM, hourly and fixed fees, and performance-based fees, indicating a mix of advisory relationships and incentive-linked fund management. Investment activity centers on public mutual funds and separately managed account (SMA) solutions, with meaningful use of third-party managers for alternative strategies. The firm is not positioned as a capital allocator in the multi-manager sense, but it deploys external alternative managers across real estate, commodities, private credit and oil & gas, while also operating its own hedge fund for clients that meet suitability requirements. Worch Capital is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices