Larch Lane Advisors Llc (Rye Brook)
Larch Lane Advisors Llc Is a Large Advisory Firm Based in Rye Brook. It Manages $655.39 Million of Regulatory Assets for 17 Client Accounts. It Has Been...
Larch Lane Advisors LLC is a large advisory firm based in Rye Brook. It manages $655.39 million of regulatory assets for 17 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of New York.
Larch Lane Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Larch Lane Advisors: assets under management
The assets under management (AUM) of Larch Lane Advisors LLC is $655.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $655.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.55 million each.
Larch Lane Advisors has custody of $87.01 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Larch Lane Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Miller brings 15 years of experience in global economics, personal finance strategy, and market dynamics. He specializes in turning complex economic trends into actionable insights for everyday readers.
