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LARCH CAPITAL PARTNERS LLC
CRD 307653File 801-118304
APPROVED
Retail clients
Custody
Filing as of May 1, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 355 | 122 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.