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 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
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$244M in ETFs
83%
$203M
17%
$41M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.1M | 21,441 | 6.59% |
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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