GARCH CAPITAL LLC

RIASEC Registered
Total AUM
$7.8M
Discretionary
$7.8M
100% of AUM
Avg account
$461K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
ANDOVER, Massachusetts
CRD number
167080
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI86.83%
  • Corporations / Businesses7.66%
  • Individuals5.51%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Garch Capital LLC is a privately held advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges asset-based fees and may assess performance-based fees on certain mandates. Its client base is primarily individual and family clients rather than institutional pools. Garch Capital does not position itself as an ESG investor and is not registered as a multi-state adviser; it operates as a small, owner-controlled limited liability company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • KANNAN RAMASAMY

    Executive ChairmanCRD 5590370

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

ANDOVER, MA

ESSEX

Location

ANDOVER, MA

Headquartered in ANDOVER, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ESSEX
Address
1 Dove Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth