Larch Capital Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Larch Capital Partners reports 355 clients. They include 233 other clients, 121 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 62.4% ($1.87B across 357 accounts) are managed with discretion; $1.13B across 256 accounts are not. Of its clients, 99% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 34% | 7% |
| Pooled investment vehicles | <1% | <1% |
| Other | 66% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 121 | $199M | 6.6% | $1.64M |
| Pooled investment vehicles | 1 | $24.9M | 0.8% | $24.9M |
| Other | 233 | $2.77B | 92.5% | $11.9M |
| Total | 355 | $3B | 100% | $8.44M |
- Clients
- 121
- Regulatory AUM
- $199M
- AUM share
- 6.6%
- Avg. per client
- $1.64M
- Clients
- 1
- Regulatory AUM
- $24.9M
- AUM share
- 0.8%
- Avg. per client
- $24.9M
- Clients
- 233
- Regulatory AUM
- $2.77B
- AUM share
- 92.5%
- Avg. per client
- $11.9M
Total
- Clients
- 355
- Regulatory AUM
- $3B
- AUM share
- 100%
- Avg. per client
- $8.44M
- Clients outside the U.S.
- 99%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Larch Capital Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Henrique Da Fonte Filho owns 50% to 75% of Larch Capital Partners. It has 17 employees, 6 of them in advisory roles.
Staff
- 17 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 50% to 75% of Larch Capital Partners LLC
Henrique Da Fonte Filho
Control person · since November 2019
- Owns 10% to 25% of Larch Capital Partners LLC
Juliana Traina
Control person · since November 2019
- Owns 10% to 25% of Larch Capital Partners LLC
Rita Tavares
Control person · since November 2019
- Owns 5% to 10% of Larch Capital Partners LLC
Krishna Ribeiro
Control person · since May 2021
Larch Capital Partners’ regulatory assets grew 2.9× from $1.02B (July 2021) to $3B (May 2026); clients rose from 212 to 355 and employees from 8 to 17.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $3B | 355 | 17 | 1 |
| Jul 2025July 2025 | $1.67B | 323 | 16 | 1 |
| Mar 2024March 2024 | $1.46B | 319 | 16 | 1 |
| Jul 2023July 2023 | $1.39B | 317 | 10 | 1 |
| Apr 2022April 2022 | $1.32B | 298 | 8 | 1 |
| Jul 2021July 2021 | $1.02B | 212 | 8 | 1 |
Besides its headquarters, Larch Capital Partners has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 201 S. Biscayne Boulevard, Suite 900, MiamiHQ
Contact and registration details
- Legal name
- Larch Capital Partners LLC
- Headquarters
- 201 S. Biscayne Boulevard, Suite 900, Miami, FL 33131
- Website
- larchcapitalpartners.com
- Phone
- 786-677-4120
- @larch-capital-partners
- SEC file
- 801-118304
- Structure
- Florida LLC
- Fiscal year end
- December
Larch Capital Partners’ named custodians for separately managed accounts are Banco Santander International ($1.15B, 59%) and Morgan Stanley ($794M, 41%). Larch Capital Partners has custody of $723M for 2 clients.
- Banco Santander InternationalBanco Santander International · Miami, FL · $1.15B59%
- Morgan StanleyMorgan Stanley · New York, NY · $794M41%
At year end, Larch Capital Partners’ separately managed accounts were largely in bonds (43%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $700M across 58 positions; the largest are NU Hldgs Ltd (68.3%), iShares TR (2.3%) and Invesco Exchange Traded FD T (2.1%).
What the accounts hold
- Stocks28%
- Funds26%
- Bonds43%
- Investment grade corporate bonds20%
- High-yield corporate bonds12%
- U.S. government and agency bonds7%
- Sovereign bonds4%
- Cash1%
- Other1%
- Structured products1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Larch Capital Partners have?
Larch Capital Partners has 355 clients and manages $3 billion for them, as of May 2026. They include 233 other clients, 121 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 May 2026
What services does Larch Capital Partners offer?
Larch Capital Partners provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Larch Capital Partners use?
Larch Capital Partners’ separately managed account assets are held at Banco Santander International (Miami, FL), with $1.15B and Morgan Stanley (New York, NY), with $794M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 May 2026
How many financial advisors does Larch Capital Partners have?
Larch Capital Partners has 6 investment adviser representatives registered with state securities authorities, out of 17 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Larch Capital Partners invest in?
At the end of its last fiscal year, Larch Capital Partners’ separately managed accounts held 28% exchange-traded equities, 26% pooled vehicles (private funds and similar), 20% investment grade corporate bonds, 12% high-yield corporate bonds, 7% U.S. government and agency bonds, 4% sovereign bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Larch Capital Partners?
Larch Capital Partners’ direct owners are Juliana Traina (10% to 25%), Rita Tavares (10% to 25%), Henrique Da Fonte Filho (50% to 75%) and Krishna Ribeiro (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 May 2026
How does Larch Capital Partners get paid?
Larch Capital Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Larch Capital Partners?
Larch Capital Partners’ main office is at 201 S. Biscayne Boulevard, Suite 900, Miami, FL 33131. Its phone number is 786-677-4120. Its website is larchcapitalpartners.com.