{"url":"https://nivawealth.com/firms/larch-capital-partners-307653","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/307653","regulatoryAum":2997286724,"crd":"307653","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6306169","suffix":null,"lastName":"AIACHE ARFELLI","firstName":"LUCAS","middleName":null},{"crd":"8047011","suffix":null,"lastName":"Barroso","firstName":"Joao Paulo","middleName":"Hollanda"},{"crd":"6223204","suffix":null,"lastName":"COSTA","firstName":"BRUNO","middleName":"S"},{"crd":"4569629","suffix":null,"lastName":"FARO","firstName":"RODRIGO","middleName":"STRICKLAND"},{"crd":"8072369","suffix":null,"lastName":"Gorra","firstName":"Alexander","middleName":null},{"crd":"7730342","suffix":null,"lastName":"Gouvea Vieira","firstName":"Luis Felipe","middleName":null},{"crd":"4703797","suffix":null,"lastName":"RIBEIRO","firstName":"KRISHNA","middleName":"LLANO"},{"crd":"8086430","suffix":null,"lastName":"SATO","firstName":"BRUNA","middleName":"BIANCHINI"},{"crd":"5001969","suffix":null,"lastName":"TRAINA","firstName":"JULIANA","middleName":"MOREIRA"},{"crd":"6835602","suffix":null,"lastName":"Verzola Lima Barreto","firstName":"Guilherme","middleName":null}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-14","regulatoryAum":1016913386,"clients":212,"employees":8,"offices":1},{"filedOn":"2022-04-13","regulatoryAum":1321871372,"clients":298,"employees":8,"offices":1},{"filedOn":"2023-07-20","regulatoryAum":1388228802,"clients":317,"employees":10,"offices":1},{"filedOn":"2024-03-19","regulatoryAum":1462824376,"clients":319,"employees":16,"offices":1},{"filedOn":"2025-07-31","regulatoryAum":1669466272,"clients":323,"employees":16,"offices":1},{"filedOn":"2026-05-01","regulatoryAum":2997286724,"clients":355,"employees":17,"offices":1}],"secFileNumber":"801-118304","legalName":"Larch Capital Partners LLC","displayName":"Larch Capital Partners","slug":"larch-capital-partners-307653","website":"https://larchcapitalpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/307653/b1232924dbb999b9-r1.webp","tone":"light","width":563,"height":200,"sourceUrl":"https://www.larchcapitalpartners.com/","sourceLabel":"Larch Capital Partners LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/larch-capital-partners/","founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"201 S. 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Larch Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Larch Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Larch Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Larch Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Larch Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Larch Capital Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Larch Capital Partners?","answer":"Larch Capital Partners’ main office is at 201 S. Biscayne Boulevard, Suite 900, Miami, FL 33131. Its phone number is 786-677-4120. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}