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LARCH CAPITAL PARTNERS LLC

MIAMI, FL · CRD 307653 · IAPD ↗ · larchcapitalpartners.com · (786) 677-4120

$3.00BRegulatory AUM
6Advisory reps
17Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — LARCH CAPITAL PARTNERS LLC reported RAUM up 80% ($1.67B -> $3.00B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
August 2025 — LARCH CAPITAL PARTNERS LLC now reports custody of client assets ($580.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.