Larch Capital Partners Llc
- Regulatory AUM
- $3.0B
- Discretionary
- $1.9B
- Clients
- 355
- Avg AUM / client
- $8.4M
- Accounts
- 613
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 121 | $199M | 6.63% |
| Pooled investment vehicles (non-investment companies) | 1 | $24.9M | 0.83% |
| Other | 233 | $2.8B | 92.5% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Juliana Moreira Traina | Member / Elected Manager | Nov 2019 (7y) | 5% – 10% | |
| Tavares, Rita | Member / Elected Manager | Nov 2019 (7y) | 10% – 25% | |
| Da Fonte Filho, Henrique, Andrade Lima | Member / Elected Manager | Nov 2019 (7y) | 50% – 75% | |
| Krishna Llano Ribeiro | Member / Elected Manager | May 2021 (5y) | 5% – 10% | |
| Lucas Aiache Arfelli | Member / Elected Manager | May 2021 (5y) | Less than 5% | |
| Vande Beek, Peter, Tyler | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% | |
| Guilherme Verzola Lima Barreto | Registered representative | CFP | Apr 2021 (5y) | |
| Bruno S Costa | Registered representative | CFA | Jun 2021 (5y) | |
| Rodrigo Strickland Faro | Registered representative | Mar 2025 (1y) | ||
| Alexander Gorra | Registered representative | Apr 2025 (1y) | ||
| Joao Paulo Hollanda Barroso | Registered representative | Jun 2025 (1y) | ||
| Luis Felipe Gouvea Vieira | Registered representative | Sep 2025 (1y) | ||
| Bruna Bianchini Sato | Registered representative | Feb 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 982 KB | 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Banco Santander International $1.2B (39% of AUM) May 2026
- Crédit Agricole Corporate And Investment Bank $998M (98% of AUM) Jun 2021
- Morgan Stanley $794M (26% of AUM) May 2026
- Safra National Bank $193M (12% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗