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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

LARCH LANE ADVISORS LLC

CRD 137682

RYE BROOK, NY

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Search this name across graphsid dfx:ria:95f7db8d-cee3-9fd6-d5ac-231c3b5e45e5

Data as of Apr 7, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Apr 7, 2016
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $655MItem 5.F on the latest filing (2016-04-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $655M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 13
Advisory employees: 13
Accounts: 17
Private funds: 8Schedule D 7.B(1)
Private fund GAV: $362Mgross asset value as reported per fund; never fund size
Custody, client assets: $87.0M
SEC number: 801-64829
CRD: 137682
Filings on the tape: 14
First filed: Mar 29, 2012
Latest filed: Apr 7, 2016
Organised: Limited Liability Company, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LARCH LANE ALPHA EVOLUTION FUND, L.P.	Hedge Fund	$33.7M	Mar 26, 2013	1	Mar 29, 2012	dropped	n/a
LAKEVIEW ALTERNATIVE INVESTMENTS, LLC	Hedge Fund	$25.7M	Apr 7, 2016	1	Mar 29, 2012	reported	n/a
HEDGE FUND INVESTMENT COMPANY, L.P.	Hedge Fund	$3.1M	Mar 26, 2013	7	Dec 18, 2012	dropped	n/a
UPSTREAM INSTITUTIONAL, LTD.	Hedge Fund	$1.2M	Jan 6, 2016	1	Mar 29, 2012	reported	n/a
HFIC OFFSHORE, LTD.	Hedge Fund	$793,765	Mar 26, 2013	5	Dec 18, 2012	dropped	n/a
HFIC II OFFSHORE, LTD	Hedge Fund	$671,941	Mar 26, 2013	9	Mar 29, 2012	dropped	n/a
HFIC II MASTER 2, L.P.	Hedge Fund	$602,105	Mar 26, 2013	2	Mar 29, 2012	dropped	n/a
UPSTREAM INSTITUTIONAL MASTER LLC	Hedge Fund	$560,960	Jan 6, 2016	1	Mar 29, 2012	reported	n/a
LARCH LANE MULTI-STRATEGY LIQUIDATING TRUST	Hedge Fund	$391,343	Mar 26, 2013	1	Mar 29, 2012	dropped	n/a
UPSTREAM PARTNERS OFFSHORE, LTD.	Hedge Fund	$253,227	Jan 6, 2016	2	Mar 29, 2012	reported	n/a
HFIC II MASTER 3, L.P.	Hedge Fund	$218,696	Mar 26, 2013	2	Mar 29, 2012	dropped	n/a
HFIC II MASTER 4, L.P.	Hedge Fund	$0	Mar 26, 2013	2	Mar 29, 2012	dropped	n/a
HFIC II MASTER 1, L.P.	Hedge Fund	$0	Mar 26, 2013	2	Mar 29, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOYLE, GEOFFREY, BRIAN	DIRECTOR OF RESEARCH	Na	yes	08/2013	Mar 26, 2014	Apr 7, 2016
IPP, BARRY, SCOTT	CHIEF COMPLIANCE OFFICER	Na	yes	02/2015	Mar 26, 2015	Apr 7, 2016
JURISH, MARK, ALAN	LIMITED PARTNER	D	yes	05/2013	Mar 29, 2012	Apr 7, 2016
JURISH, MARK, ALAN	CEO AND CIO	Na	yes	09/2005	Mar 29, 2012	Apr 7, 2016
KATZ, DAVID, JAY	PRESIDENT AND CHIEF OPERATING OFFICER	Na	yes	06/2011	Mar 29, 2012	Apr 7, 2016
KONIGSBERG, ERIC, MATTHEW	CHIEF RISK OFFICER	Na	yes	02/2015	Mar 26, 2015	Apr 7, 2016
LABOURDETTE, RAFAEL, STEVEN	CHIEF FINANCIAL OFFICER	Na	yes	01/2016	Jan 6, 2016	Apr 7, 2016
LARCH LANE HOLDINGS GP LLC	GENERAL PARTNER OF LARCH LANE HOLDINGS I, L.P.	F	yes	05/2013	Mar 26, 2013	Apr 7, 2016
LARCH LANE HOLDINGS I L.P.	Member	E	yes	05/2013	Mar 26, 2014	Apr 7, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC	n/a	Former SEC adviser	$59.0M	Y	no	n/a
PINEBRIDGE/LARCH LANE SELECT PLUS GP, LLC	n/a	n/a	n/a	Y	no	n/a
PINEBRIDGE/LARCH LANE SELECT PLUS MANAGEMENT CO. LLC	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 30, 2016	$655M	$655M	13	13	n/a	8	$362M
2014	Mar 26, 2015	$924M	$924M	16	9	n/a	11	$507M
2013	Mar 26, 2014	$940M	$940M	19	9	n/a	11	$659M
2012	Mar 26, 2013	$1.2B	$1.2B	23	11	n/a	20	$742M
2011	Mar 29, 2012	$1.4B	$1.4B	n/a	n/a	n/a	17	$912M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2015	$655M	$924M	-29.1%	$1.2B	-17.5%	13	16	n/a	n/a

Relationships

Affiliated with (2)

← ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLCRegistered adviserother investment adviser, bank, control
factForm ADV
→ ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLCRegistered adviserother investment adviser, bank, control
factForm ADV

Advises (13)

→ LAKEVIEW ALTERNATIVE INVESTMENTS, LLCPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ UPSTREAM INSTITUTIONAL MASTER LLCPrivate fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ UPSTREAM INSTITUTIONAL, LTD.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ UPSTREAM PARTNERS OFFSHORE, LTD.Private fundHedge Fund, IA
Mar 29, 2012 to presentfactForm ADV
→ HFIC II OFFSHORE, LTDPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ HFIC II MASTER 2, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ HFIC II MASTER 4, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ LARCH LANE MULTI-STRATEGY LIQUIDATING TRUSTPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ HFIC OFFSHORE, LTD.Private fundHedge Fund, IA, no longer reported
Dec 18, 2012 to Mar 26, 2013factForm ADV
→ HFIC II MASTER 1, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ HFIC II MASTER 3, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ LARCH LANE ALPHA EVOLUTION FUND, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 26, 2013factForm ADV
→ HEDGE FUND INVESTMENT COMPANY, L.P.Private fundHedge Fund, IA, no longer reported
Dec 18, 2012 to Mar 26, 2013factForm ADV

Controls (8)

← JURISH, MARK, ALANOwnerLIMITED PARTNER, ownership code D, individual
Mar 29, 2012 to presentfactForm ADV
← KONIGSBERG, ERIC, MATTHEWOwnerCHIEF RISK OFFICER, ownership code NA, individual
Mar 26, 2015 to presentfactForm ADV
← DOYLE, GEOFFREY, BRIANOwnerDIRECTOR OF RESEARCH, ownership code NA, individual
Mar 26, 2014 to presentfactForm ADV
← KATZ, DAVID, JAYOwnerPRESIDENT AND CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 29, 2012 to presentfactForm ADV
← IPP, BARRY, SCOTTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2015 to presentfactForm ADV
← LABOURDETTE, RAFAEL, STEVENOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Jan 6, 2016 to presentfactForm ADV
← LARCH LANE HOLDINGS GP LLCOwnerGENERAL PARTNER OF LARCH LANE HOLDINGS I, L.P., ownership code F, domestic entity
Mar 26, 2013 to presentfactForm ADV
← LARCH LANE HOLDINGS I L.P.OwnerMEMBER, ownership code E, domestic entity
Mar 26, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95f7db8d-cee3-9fd6-d5ac-231c3b5e45e5
First observed: Mar 29, 2012
Last observed: Apr 7, 2016 127 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LARCH LANE ADVISORS LLC

CRD 137682

RYE BROOK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:95f7db8d-cee3-9fd6-d5ac-231c3b5e45e5

Data as of Apr 7, 2016 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LARCH LANE ALPHA EVOLUTION FUND, L.P.

Hedge Fund

$33.7M

Mar 26, 2013

Mar 29, 2012

dropped

n/a

LAKEVIEW ALTERNATIVE INVESTMENTS, LLC

Hedge Fund

$25.7M

Apr 7, 2016

Mar 29, 2012

reported

n/a

HEDGE FUND INVESTMENT COMPANY, L.P.

Hedge Fund

$3.1M

Mar 26, 2013

Dec 18, 2012

dropped

n/a

UPSTREAM INSTITUTIONAL, LTD.

Hedge Fund

$1.2M

Jan 6, 2016

Mar 29, 2012

reported

n/a

HFIC OFFSHORE, LTD.

Hedge Fund

$793,765

Mar 26, 2013

Dec 18, 2012

dropped

n/a

HFIC II OFFSHORE, LTD

Hedge Fund

$671,941

Mar 26, 2013

Mar 29, 2012

dropped

n/a

HFIC II MASTER 2, L.P.

Hedge Fund

$602,105

Mar 26, 2013

Mar 29, 2012

dropped

n/a

UPSTREAM INSTITUTIONAL MASTER LLC

Hedge Fund

$560,960

Jan 6, 2016

Mar 29, 2012

reported

n/a

LARCH LANE MULTI-STRATEGY LIQUIDATING TRUST

Hedge Fund

$391,343

Mar 26, 2013

Mar 29, 2012

dropped

n/a

UPSTREAM PARTNERS OFFSHORE, LTD.

Hedge Fund

$253,227

Jan 6, 2016

Mar 29, 2012

reported

n/a

HFIC II MASTER 3, L.P.

Hedge Fund

$218,696

Mar 26, 2013

Mar 29, 2012

dropped

n/a

HFIC II MASTER 4, L.P.

Hedge Fund

Mar 26, 2013

Mar 29, 2012

dropped

n/a

HFIC II MASTER 1, L.P.

Hedge Fund

Mar 26, 2013

Mar 29, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOYLE, GEOFFREY, BRIAN

DIRECTOR OF RESEARCH

yes

08/2013

Mar 26, 2014

Apr 7, 2016

IPP, BARRY, SCOTT

CHIEF COMPLIANCE OFFICER

yes

02/2015

Mar 26, 2015

Apr 7, 2016

JURISH, MARK, ALAN

LIMITED PARTNER

yes

05/2013

Mar 29, 2012

Apr 7, 2016

JURISH, MARK, ALAN

CEO AND CIO

yes

09/2005

Mar 29, 2012

Apr 7, 2016

KATZ, DAVID, JAY

PRESIDENT AND CHIEF OPERATING OFFICER

yes

06/2011

Mar 29, 2012

Apr 7, 2016

KONIGSBERG, ERIC, MATTHEW

CHIEF RISK OFFICER

yes

02/2015

Mar 26, 2015

Apr 7, 2016

LABOURDETTE, RAFAEL, STEVEN

CHIEF FINANCIAL OFFICER

yes

01/2016

Jan 6, 2016

Apr 7, 2016

LARCH LANE HOLDINGS GP LLC

GENERAL PARTNER OF LARCH LANE HOLDINGS I, L.P.

yes

05/2013

Mar 26, 2013

Apr 7, 2016

LARCH LANE HOLDINGS I L.P.

Member

yes

05/2013

Mar 26, 2014

Apr 7, 2016

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLC

n/a

Former SEC adviser

$59.0M

n/a

PINEBRIDGE/LARCH LANE SELECT PLUS GP, LLC

n/a

PINEBRIDGE/LARCH LANE SELECT PLUS MANAGEMENT CO. LLC

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2015

Mar 30, 2016

$655M

n/a

$362M

2014

Mar 26, 2015

$924M

n/a

$507M

2013

Mar 26, 2014

$940M

n/a

$659M

2012

Mar 26, 2013

$1.2B

n/a

$742M

2011

Mar 29, 2012

$1.4B

n/a

$912M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2015

$655M

$924M

-29.1%

$1.2B

-17.5%

n/a