{
  "crd_number": 307653,
  "slug": "larch-capital-partners-llc-miami-fl-307653",
  "primary_business_name": "LARCH CAPITAL PARTNERS LLC",
  "legal_name": "LARCH CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-03-25",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-05-01",
  "carried_forward": false,
  "raum_total": 2997286724.0,
  "raum_discretionary": 1869468581.0,
  "raum_non_discretionary": 1127818143.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 2773762432.0,
      "count": 233,
      "description": "PRIVATE INVESTMENT COMPANIES"
    },
    "high_net_worth_individuals": {
      "raum": 198640961.0,
      "count": 121
    },
    "pooled_investment_vehicles": {
      "raum": 24883331.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://larchcapitalpartners.com",
    "https://linkedin.com/company/larch-capital-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307653",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653",
  "display_name": "Larch Capital Partners LLC",
  "summary": "Larch Capital Partners LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.",
  "citation": "AdvisorCensus. Larch Capital Partners LLC (CRD 307653): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Larch Capital Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Larch Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Larch Capital Partners LLC located?",
      "a": "Larch Capital Partners LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Larch Capital Partners LLC registered with the SEC or a state?",
      "a": "Larch Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 307653."
    },
    {
      "q": "How much does Larch Capital Partners LLC manage?",
      "a": "Larch Capital Partners LLC reports $2,997,286,724 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (62% discretionary)."
    },
    {
      "q": "How have Larch Capital Partners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Larch Capital Partners LLC: Regulatory assets under management: $1,016,913,386 in the October 2021 data and $2,997,286,724 in the October 2026 data, up 195%. Total employees: 8 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Larch Capital Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: other (233); high net worth individuals (121); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Larch Capital Partners LLC use?",
      "a": "Larch Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Banco Santander International and Morgan Stanley as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Larch Capital Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307653"
    },
    {
      "q": "Does Larch Capital Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 1, 2026 says: \"Larch Capital provides asset and/or portfolio management services to individuals, high net worth individuals and Corporations. The Firm ordinarily requires each account to have a minimum of $5,000,000, although smaller amounts may be accepted and maintained at the discretion of the Firm.\""
    },
    {
      "q": "What changed in Larch Capital Partners LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $1,669,466,272 to $2,997,286,724 (+80%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1016913386.0,
      "total_employees": 8,
      "filing_date": "2021-07-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1321871372.0,
      "total_employees": 8,
      "filing_date": "2022-04-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1388228802.0,
      "total_employees": 10,
      "filing_date": "2023-07-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1462824376.0,
      "total_employees": 16,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1669466272.0,
      "total_employees": 16,
      "filing_date": "2025-07-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2997286724.0,
      "total_employees": 17,
      "filing_date": "2026-05-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,669,466,272 to $2,997,286,724 (+80%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Larch Capital provides asset and/or portfolio management services to individuals, high net worth individuals and Corporations. The Firm ordinarily requires each account to have a minimum of $5,000,000, although smaller amounts may be accepted and maintained at the discretion of the Firm."
        ]
      }
    ],
    "quotes": [
      "Larch Capital provides asset and/or portfolio management services to individuals, high net worth individuals and Corporations. The Firm ordinarily requires each account to have a minimum of $5,000,000, although smaller amounts may be accepted and maintained at the discretion of the Firm."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Banco Santander International",
      "name_as_filed": "BANCO SANTANDER INTERNATIONAL",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/larch-capital-partners-llc-miami-fl-307653.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 121,
      "fewer_than_5": false,
      "raum": 198640961.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 24883331.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 233,
      "fewer_than_5": false,
      "raum": 2773762432.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/307653",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}