AUMdb

Garch Capital Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 167080 · Andover, MA · www.garchcapital.com
☆ Save with Pro ADV data as of May 20, 2026
Regulatory AUM
$7.8M
Discretionary
$7.8M
Clients
5
Avg AUM / client
$1.6M
Accounts
17
Employees
1

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $432K 5.51%
High net worth individuals 5 $6.8M 86.8%
Corporations and other businesses Fewer than 5 clients $600K 7.66%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Kannan Ramasamy Registered representative Sep 2018 (8y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/20/2026 1.03 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Performance-based fees

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.

View current Form ADV (SEC/IAPD) ↗