SourcingSourcing

LARCH CAPITAL PARTNERS LLC

C21
CRD 307653·SEC 801-118304·MIAMI, FL
AUM
$3.00B
$1B+
Est. Revenue
$30.0M
@ 1% on AUM
Est. EBITDA
$9.0M
@ 30% margin
Est. Deal Value
$71.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LARCH CAPITAL PARTNERS LLC
CRD
307653
SEC file #
801-118304
EIN
332338482
DBA names
—

Economics

AUM
$3.00B
AUM band
$1B+
AUM trajectory
'21'26
$181.9M → $3.00B▲ +1548%
Client mix
Other233
Individuals High Net Worth121
Pooled Investment Vehicles1

Operations

Employees (total)
17
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'21'26
3 advisors → 6 advisors▲ +100%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
larchcapitalpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
da Fonte Filho, Henrique, Andrade Lima
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
da Fonte Filho, Henrique, Andrade Lima
Tavares, Rita, de Cassia Oliveira
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LARCHCAPITALPARTNERS.COM
Rdap Domain Creation Date
2019-10-26T14:05:18Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002055692
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2025-03-26
Edgar Last Filing Date
2025-03-26
Edgar Form D Count
1
Edgar Form D Offerings
2025-03-262025-03-26 · 0001214659-25-004823

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
201 S BISCAYNE BLVD, SUITE 900MIAM, FL 33131
Business
201 S BISCAYNE BLVD, SUITE 900MIAM, FL 33131
Edgar EIN
332338482
Edgar Recent Filings
D2025-03-26 · 0001214659-25-004823
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-26T14:05:18Z
Rdap Domain Last Changed
2025-10-27T16:02:50Z
Rdap Nameservers
Ns59.domaincontrol.comNs60.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7233356
Trust Company Affiliate
No

People (15)

15
da Fonte Filho, Henrique, Andrade Lima
Direct Owner · 62.5%
7233356
TRAINA, JULIANA, MOREIRA
IAR · Direct Owner · 17.5%
5001969
Tavares, Rita, de Cassia Oliveira
Direct Owner · 17.5%
7233355
RIBEIRO, KRISHNA, LLANO
IAR · Direct Owner · 7.5%
4703797
Verzola Lima Barreto, Guilherme
IAR · Executive Officer · 2.5%
6835602
AIACHE ARFELLI, LUCAS
IAR · Executive Officer · 2.5%
6306169
DIAS, EDIO
Executive Officer · 2.5%
8065249
LEE, JONATHAN, DAVID
Executive Officer · 2.5%
6824424
WELLISCH, MARINA, GODINHO
Executive Officer · 2.5%
6549630
BRUNO S COSTA
IAR
6223204
Alexander Gorra
IAR
8072369
Luis Felipe Gouvea Vieira
IAR
7730342
Joao Paulo Hollanda Barroso
IAR
8047011
BRUNA BIANCHINI SATO
IAR
8086430
RODRIGO STRICKLAND FARO
IAR
4569629