DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Larch Capital Partners LLC
Latest filing May 1, 2026
First filing on the tape Feb 24, 2020 · 20 filings
SEC status approved since Mar 25, 2020
RAUM
$3.0B
reported, Item 5.F
Discretionary
62%
of RAUM
Private clients
6.6%
$199M individuals and HNW
Advisors
10
registered through the firm on IAPD
RAUM per advisor
$300M
derived; firm RAUM over IAPD count
Employees
17
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$3.0B as of May 1, 2026
Mar 30, 2021$1.0B then
HNW client RAUM$199M as of May 1, 2026
Mar 30, 2021$81.8M then
State-registered IARs (5.B.3)6 as of May 1, 2026
Mar 30, 20210 then
Employees (5.A)17 as of May 1, 2026
Mar 30, 20218 then
Private funds: no history
RAUM +80% over the last fiscal year+29% a year over threeIARs 6 to 6
Practice profile
derived from the filing of May 1, 2026; every figure names its basis
- RAUM per advisor
- $300MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $4.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 62%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 10.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +80%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $723M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$199M89%
- Pooled investment vehicles$24.9M11%
- Individual clients
- n/areported
- HNW clients
- 121reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 613reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $723M for 2 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.07 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
10 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Guilherme Verzola Lima BarretoCertified Financial Planner | Miami, Fl | Apr 8, 2021 | 11 y | 0 |
| Bruno S CostaChartered Financial Analyst | Miami, Fl | Jun 7, 2021 | 13 y | 1 |
| Lucas Aiache Arfelli | Miami, Fl | Sep 3, 2021 | 10 y | 0 |
| Juliana Moreira Traina | Miami, Fl | Mar 28, 2022 | 15 y | 0 |
| Krishna Llano Ribeiro | Miami, Fl | May 18, 2023 | 20 y | 0 |
| Rodrigo Strickland Faro | Miami, Fl | Mar 4, 2025 | 23 y | 1 |
| Alexander Gorra | Miami, Fl | Apr 16, 2025 | 18 y | 0 |
| Joao Paulo Hollanda Barroso | Miami, Fl | Jun 10, 2025 | 10 y | 1 |
| Luis Felipe Gouvea Vieira | Miami, Fl | Sep 30, 2025 | 19 y | 0 |
| Bruna Bianchini Sato | Miami, Fl | Feb 2, 2026 | 15 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Maria Cristina R.L.G Pinto Figueiroa R. to Hsbc Securities (USA) Inc.Jun 30, 2025 · Other
- Josielle Cristina De AraúJo Leite to Citigroup Global Markets Inc.Feb 3, 2023 · Other
Joined, latest
- Joao Paulo Hollanda Barroso from Altura Private Capital, LLCJun 10, 2025 · Other
- Rodrigo Strickland Faro from Brainvest Wealth Management LLCMar 4, 2025 · Other
- Josielle Cristina De AraúJo Leite from Citigroup Global Markets Inc.Mar 22, 2022 · Other
- Bruno S Costa from Arbitral Finance IncJun 7, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lucas Aiache Arfelli · Member / Elected Managercontrolsince 05/2021 · owns less than 5%
- Andrade Lima Henrique Da Fonte Filho · Member / Elected Managercontrolsince 11/2019 · owns 50% to 75%
- Llano Krishna Ribeiro · Member / Elected Managercontrolsince 05/2021 · owns 5% to 10%
- Rita Tavares · Member / Elected Managercontrolsince 11/2019 · owns 10% to 25%
- Moreira Juliana Traina · Member / Elected Managercontrolsince 11/2019 · owns 5% to 10%
- Tyler Peter Vandebeek · Chief Compliance Officersince 07/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 10 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Apr 2, 2026discretionary share of RAUM moved from 39.0% to 62.0% between the annual amendments of 2025-03-31 and 2026-04-02peers: other advisers, $1B to $5B (247)
What changed
consecutive filings, newest first
- Accounts · 462 to 613Jul 31, 2025 to Mar 31, 2026
- HNW clients · 131 to 121Jul 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · unset to 1.0Jul 31, 2025 to Mar 31, 2026
- Assets in custody · $580M to $723MJul 31, 2025 to Mar 31, 2026
- Employees · 16 to 17Jul 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $645M to $1.9BJul 31, 2025 to Mar 31, 2026
- HNW RAUM · $63.6M to $199MJul 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.0B to $1.1BJul 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · unset to 24883331.0Jul 31, 2025 to Mar 31, 2026
- RAUM · $1.7B to $3.0BJul 31, 2025 to Mar 31, 2026
- Assets in custody · unset to 580000000.0Mar 31, 2025 to Jul 31, 2025
- Custody of client assets · false to trueMar 31, 2025 to Jul 31, 2025
- Financial planning clients · unset to Mar 31, 2025 to Jul 31, 2025
- Accounts · 413 to 462Mar 19, 2024 to Mar 31, 2025
- HNW clients · 130 to 131Mar 19, 2024 to Mar 31, 2025
- Discretionary RAUM · $596M to $645MMar 19, 2024 to Mar 31, 2025
- HNW RAUM · $50.5M to $63.6MMar 19, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $867M to $1.0BMar 19, 2024 to Mar 31, 2025
- RAUM · $1.5B to $1.7BMar 19, 2024 to Mar 31, 2025
- Accounts · 383 to 413Jul 20, 2023 to Mar 19, 2024
- Advisory employees · 5 to 6Jul 20, 2023 to Mar 19, 2024
- HNW clients · 132 to 130Jul 20, 2023 to Mar 19, 2024
- Employees · 10 to 16Jul 20, 2023 to Mar 19, 2024
- State-registered IARs · 5 to 6Jul 20, 2023 to Mar 19, 2024
- Discretionary RAUM · $643M to $596MJul 20, 2023 to Mar 19, 2024
- HNW RAUM · $47.1M to $50.5MJul 20, 2023 to Mar 19, 2024
- Non-discretionary RAUM · $745M to $867MJul 20, 2023 to Mar 19, 2024
- RAUM · $1.4B to $1.5BJul 20, 2023 to Mar 19, 2024
- Accounts · 298 to 383Apr 13, 2022 to Mar 30, 2023
- Advisory employees · 4 to 5Apr 13, 2022 to Mar 30, 2023
- HNW clients · 109 to 132Apr 13, 2022 to Mar 30, 2023
- Employees · 8 to 10Apr 13, 2022 to Mar 30, 2023
- State-registered IARs · 4 to 5Apr 13, 2022 to Mar 30, 2023
- Discretionary RAUM · $586M to $643MApr 13, 2022 to Mar 30, 2023
- HNW RAUM · $61.0M to $47.1MApr 13, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $736M to $745MApr 13, 2022 to Mar 30, 2023
- RAUM · $1.3B to $1.4BApr 13, 2022 to Mar 30, 2023
- Accounts · 212 to 298Dec 15, 2021 to Mar 25, 2022
- HNW clients · 88 to 109Dec 15, 2021 to Mar 25, 2022
- State-registered IARs · 0 to 4Dec 15, 2021 to Mar 25, 2022
Signals
8 dated events
- Larch Capital Partners Llc reported RAUM $3.0B, up 80% from $1.7B (2025-07-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Maria Cristina R.L.G Pinto Figueiroa R. left Larch Capital Partners Llc for Hsbc Securities (Usa) Inc. (registered 2026-06-09)Jun 30, 2025 · Advisor changed firm · fact
- Josielle Cristina De Araújo Leite left Larch Capital Partners Llc for Citigroup Global Markets Inc. (registered 2023-02-02)Feb 3, 2023 · Advisor changed firm · fact
- Larch Capital Partners Llc reported RAUM $1.3B, up 30% from $1.0B (2021-12-15 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- Llano Krishna Ribeiro (Member / Elected Manager) appeared on Schedule A of Larch Capital Partners LlcJul 14, 2021 · Control person joined · fact
- Lucas Aiache Arfelli (Member / Elected Manager) appeared on Schedule A of Larch Capital Partners LlcJul 14, 2021 · Control person joined · fact
- Larch Capital Partners Llc reported RAUM $1.0B, up 459% from $181.9M (2020-07-23 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Larch Capital Partners Llc filed its initial SEC registration (Form ADV)Feb 24, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Larch Capital Partners LLC · Private Equityshared crd · intermediary
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/larch-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- larchcapitalpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (786) 677-4120reportedpublic record, Form ADV, May 1, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $300Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026