SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Larch Capital Partners LLC
Miami, FL
CRD 307653
Firm filing updated May 1, 2026 ·
- $3BAssets
- 355Clients
- 6Advisory staff
- 613Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals121
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 121 | $198.6 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $24.9 million |
| Other: "PRIVATE INVESTMENT COMPANIES" | 233 | $2.8 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$3.0 billion
- Accounts613
- Discretionary$1.9 billion · 357 accounts
- Non-discretionary$1.1 billion · 256 accounts
People
- Employees17
- Advisory staff6
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 307653, SEC file 801-118304.
- Registered with the SEC as an investment advisor (status date on record: March 25, 2020).
Is Larch Capital Partners LLC a fiduciary?
Short answer: Larch Capital Partners LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.