LARCH CAPITAL PARTNERS LLC
SEC RegisteredSomos um multi-family office especializado na gestão do seu patrimônio, com sólida experiência no mercado internacional.
About the firm
Larch Capital Partners is a multi-family office specialized in wealth management. The firm offers personalized solutions taking into account each client's family structure, tax residence, risk profile, investment horizon, and stage of life. Impartial and independent, the firm focuses on excellence and fiduciary responsibility.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and management (Value Creation); financial education for clients and their families (Knowledge Building); consolidated asset reporting across multiple custodians (Integrated View); and selection and coordination of specialists in tax, succession, and fiduciary structuring (Partnership).
Who they serve
Families and individuals seeking personalized wealth management, with diverse profiles, family structures, tax residences, risk profiles, and investment horizons.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 121 | $199M |
| Pension/Profit Sharing Plans | 1 | $25M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $5,000,000 to $20,000,000 | 1.00% |
| $20,000,001 to $30,000,000 | 0.75% |
| $30,000,001 to $50,000,000 | 0.65% |
| Above $50,000,001 | 0.50% |
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LARCH CAPITAL PARTNERS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.