LARCH CAPITAL PARTNERS LLC
Adviser information for LARCH CAPITAL PARTNERS LLC last updated from Form ADV on March 19th, 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 | Florida, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 190 | $595.9M |
| Non-Discretionary | 223 | $866.9M |
| Total | 413 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 130 | $50.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| 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 | 189 | $1.4B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 99 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-118304 |
|---|---|
| SEC ERA File Number | 801-118304 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307653 |
| Legal Entity Identifier | None |
Principal Office
201 S. BISCAYNE BOULEVARDSUITE 900
MIAMI
FL
United States
Monday - Friday, 8:30AM TO 5:30PM
Tel: (786) 677-4120, Fax: None
Websites
Chief Compliance Officer
PETER VAN DE BEEK
485 MADISON AVENUE
15TH FLOOR
NEW YORK
NY
United States
Tel:
212-751-4422
P****@***********M
(Full email address available in API data)
Regulatory Contact
HENRIQUE DA FONTE FILHO
MANAGER/MEMBER
201 S. BISCAYNE BOULEVARD
SUITE 900
MIAMI
FL
United States
Tel:
(786)677-4120
H*******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TRAINA, JULIANA, MOREIRA | Individual | – | MEMBER / ELECTED MANAGER | 11/2019 | 5-10% |
| Tavares, Rita | Individual | – | MEMBER / ELECTED MANAGER | 11/2019 | 10-25% |
| da Fonte Filho, Henrique, Andrade Lima | Individual | – | MEMBER / ELECTED MANAGER | 11/2019 | 50-75% |
| RIBEIRO, KRISHNA, LLANO | Individual | – | MEMBER / ELECTED MANAGER | 05/2021 | 5-10% |
| AIACHE ARFELLI, LUCAS | Individual | – | MEMBER / ELECTED MANAGER | 05/2021 | < 5% |
| vandeBeek, Peter, Tyler | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2023 | < 5% |