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LARCH CAPITAL PARTNERS LLC
CRD 307653File 801-118304
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.00B
Top 25% of cohort (national)
Discretionary AUM
$1.87B
Non-discretionary $1.13B
Clients
122
613 accounts
Employees
17
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 25, 2020
- Principal office
- 201 S. BISCAYNE BOULEVARD, SUITE 900, MIAMI, FL, 33131
- Phone
- (786) 677-4120
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.00B
- Discretionary AUM
- $1.87B
- Non-discretionary AUM
- $1.13B
- Discretionary accounts
- 357
- Non-discretionary accounts
- 256
- Total accounts
- 613
- AUM per client
- $24.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 121 | $198.6M |
| Pooled investment vehicles | 1 | $24.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 355 | 122 | decreased by233 |
| Apr 1, 2026 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2026 | Clients | 323 | 355 | increased by32 |
| Apr 1, 2026 | AUM | $1,669,466,272 | $2,997,286,724 | increased by$1,327,820,452 |
| Apr 1, 2026 | Accounts | 462 | 613 | increased by151 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 16 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 298 | 323 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,321,871,372 | $1,669,466,272 | increased by$347,594,900 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 298 | 462 | increased by164 |
| Apr 1, 2022 | Clients | 212 | 298 | increased by86 |
| Apr 1, 2022 | AUM | $1,016,913,386 | $1,321,871,372 | increased by$304,957,986 |
| Apr 1, 2022 | Accounts | 212 | 298 | increased by86 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LARCH CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LARCH CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.