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| Happy Holidays!! thanks for using AUM13F!! |
| Larch Capital Partners LLC
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|---|---|
| CRD # | 307653 |
| SEC # | 801-118304 |
| CIK # | |
| AUM | $1.7 B (2025-07-31) |
| Employees | 16 (38% Investors, 0% Brokers) |
| Phone | 786-677-4120 |
| Address | 201 S Biscayne Boulevard Miami, FL 33131 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 131 | 63.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 192 | 1,605.8 |
| Total | 462 | 1,669.5 |
| By Discretionary | ||
| Discretionary | 221 | 645.3 |
| Non-Discretionary | 241 | 1,024.2 |
| Total | 462 | 1,669.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1,661.6 | |
| United States Persons | 7.9 | |
| Total | 462 | 1,669.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mainline West Fund Manager LLC
✚
|
CO | 1.7 |
|
SLOY Dahl & Holst LLC
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|
WA | 1.7 |
|
DHK Financial Advisors Inc
✚
|
NH | 1.7 |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 1.7 |
|
Colonial Trust Advisors Inc
✚
|
SC | 1.7 |
|
Austin Asset Management Co
✚
|
TX | 1.7 |
|
Pembroke Management Ltd
✚
|
1.7 | |
|
Oak Associates Ltd
✚
|
OH | 1.7 |
|
Rockbridge Investment Management LLC
✚
|
NY | 1.7 |
|
Fidelis Capital Partners LLC
✚
|
FL | 1.7 |