|
⚲
|
| Keyboard |
| Larch Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 307653 |
| SEC # | 801-118304 |
| CIK # | 0002112646 |
| AUM | 2,997.3 M (2026-05-01) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 786-677-4120 |
| Address | 201 S Biscayne Boulevard Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nu Holdings Ltd | 513.8 | ||
| VALE Sa | 10.0 | ||
| iShares Comex Gold Trust | 8.2 | ||
| Bank Bradesco | 7.6 | ||
| Petrobras - Petroleo Brasileiro Sa | 6.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 121 | 0.2 |
| (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 | 1 | 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 | 233 | 2.8 |
| Total | 613 | 3.0 |
| By Discretionary | ||
| Discretionary | 357 | 1.9 |
| Non-Discretionary | 256 | 1.1 |
| Total | 613 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 1.0 | |
| Total | 613 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112646] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gibson Capital LLC
✚
|
PA | 3,034.0 M |
|
Carrick Lane LLC
✚
|
NY | 3,029.8 M |
|
Strategic Global Advisors LLC
✚
|
CA | 3,025.1 M |
|
Globalt Investments LLC
✚
|
GA | 3,021.8 M |
|
Chesley Taft & Associates LLC
✚
|
IL | 3,013.5 M |
|
MMBG Investment Advisors Co
✚
|
FL | 2,983.7 M |
|
Fairway Wealth LLC
✚
|
OH | 2,977.2 M |
|
NFJ Investment Group LLC
✚
|
TX | 2,976.4 M |
|
Retirement Income Solutions Inc
✚
|
MI | 2,972.4 M |
|
Nutter Investment Advisors Limited Partnership
✚
|
MA | 2,963.3 M |