LARSON CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$21.6M
Accounts
66
Employees
13
Advisory reps
3

Firm details

Headquarters
CHESTERFIELD, Missouri
CRD number
301971
Registered since
June 17, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Larson Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2019. The firm functions as a manager of private investment vehicles with a primary focus on private equity and real estate strategies; its self-description places it as a multifaceted fund manager that also runs pooled investment vehicles. Its client base is institutional, and its compensation mixes a percentage-of-assets model with performance-based fees. Larson engages in portfolio management for pooled funds, selects third‑party advisers, and runs educational seminars and workshops. The firm is not positioned as an active ESG investor, is not a multistate adviser, and does not identify as a capital allocator or pension consultant. Reported industry affiliations include activities tied to a broker‑dealer, other investment adviser relationships, accounting, and real estate brokerage.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • PAUL LARSON

    CEOCRD 4422245

  • RANDY MILLER

    Chief Compliance OfficerCRD 4798775

Contacts

1 of 1
  • Alyssa Johnson

    Director of Investor RelationsCRD 5454537

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHESTERFIELD, MO

SAINT LOUIS

Location

CHESTERFIELD, MO

Headquartered in CHESTERFIELD, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
14567 North Outer 40 Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth