Larch Capital Partners

Overview

Larch Capital is a multi-family office founded in 2020. It provides personalized wealth management solutions that consider family structure, domicile, risk profile, investment horizon and life stage. Its services include investment advisory and management, financial education, consolidated reporting across multiple custodians, and coordination with specialists in tax, succession and fiduciary structuring. The firm is registered with the SEC as an investment adviser and reported $3B in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals and pooled vehicles.

Services

• Investment advisory
• Portfolio management
• Financial education
• Consolidated reporting
• Coordination with tax, succession and fiduciary structuring specialists

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Portfolio management (institutions)
• Selecting other advisers

Location

See more firms in Florida and Miami.

Sources and last checked

• Larch Capital Partners website, larchcapitalpartners.com, checked October 21, 2026
• SEC Investment Adviser Public Disclosure, Form ADV (CRD 307653), filed 05/01/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.