LARSON CAPITAL MANAGEMENT, LLC
Adviser information for LARSON CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 42 | $654.0M |
| Non-Discretionary | 0 | $0 |
| Total | 42 | $654.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 42 | $654.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-116807 |
|---|---|
| SEC ERA File Number | 801-116807 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 301971 |
| Legal Entity Identifier | None |
Principal Office
14567 NORTH OUTER 40SUITE 500
CHESTERFIELD
MO
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 314-787-7436, Fax: None
Chief Compliance Officer
SCOTT MILLER
100 NORTH BROADWAY
SUITE 1700
CHESTERFIELD
MO
United States
Tel:
314-787-7141
Fax:
314-787-7433
S***********@*********M
(Full email address available in API data)
Regulatory Contact
KRISTIN SULLIVAN
COMPLIANCE OFFICER
14567 N OUTER 40 RD.
SUITE 500
CHESTERFIELD
MO
United States
Tel:
314-438-2076
K***************@*********M
(Full email address available in API data)
Industry Affiliates
| INTRUA FINANCIAL | Other investment adviser, including financial planners |
| LARSON COMMERCIAL REAL ESTATE, LLC | Real estate broker or dealer |
| LARSON FINANCIAL GROUP, LLC | Other investment adviser, including financial planners |
| LARSON FINANCIAL SECURITIES, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| LARSON TAX PARTNERS | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LARSON CAPITAL DEBT FUND I, LLC | Private Equity Fund | $5.3M | $0.1M | 35 |
| LARSON CAPITAL FUND VIQ, LLC | Real Estate Fund | $5.0M | $0.1M | 56 |
| LARSON CAPITAL GRANITE TOWER Q, LLC | Private Equity Fund | $2.0M | $0.1M | 12 |
| LARSON CAPITAL REAL ESTATE FUND IQ LLC | Real Estate Fund | $23.5M | $0.0M | 159 |
| LARSON CAPITAL ROCHESTER, LLC | Private Equity Fund | $7.5M | $0.1M | 47 |
| LARSON CAPITAL THE FITZ BLOCKER, LLC | Private Equity Fund | $1.2M | $0.1M | 13 |
| LARSON REWARD ESTATES FUND I, LLC | Real Estate Fund | $2.5M | $0.1M | 26 |
| LC SFR BLOCKER, LLC | Private Equity Fund | $4.7M | $0.1M | 50 |
| LCCA BLOCKER, LLC | Private Equity Fund | $1.7M | $0.1M | 24 |
| LCG BLOCKER, LLC | Private Equity Fund | $3.7M | $0.1M | 11 |
| LCH BLOCKER, LLC | Private Equity Fund | $7.8M | $0.1M | 49 |
| LCHR BLOCKER, LLC | Private Equity Fund | $12.0M | $0.1M | 88 |
| LCL BLOCKER, LLC | Private Equity Fund | $9.4M | $0.1M | 14 |
| LCR OKC BLOCKER, LLC | Private Equity Fund | $6.0M | $0.1M | 76 |
| LCREF II BLOCKER, LLC | Private Equity Fund | $8.0M | $0.0M | 22 |
| LIFI BLOCKER, LLC | Private Equity Fund | $9.3M | $0.1M | 38 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LARSON FINANCIAL HOLDINGS, LLC | Domestic Entity | – | MEMBER | 07/2013 | > 75% |
| MILLER, RANDY, SCOTT | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2019 | < 5% |
| LARSON, PAUL, DOUGLAS | Individual | – | PRESIDENT | 03/2019 | < 5% |
| LARSON, PAUL, DOUGLAS | Individual | LARSON FINANCIAL HOLDINGS, LLC | MANAGING MEMBER/ CEO | 06/2006 | > 75% |