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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Moynihan Turpin has been acting as President since 1 May 2007. Rafael Steven Labourdette joined the executive team most recently as the Chief Financial Officer.
The principal office where Larch Lane Advisors LLC performs its advisory services is located at 800 Westchester Avenue, S 528, Rye Brook, NY 10573, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 914-798-7600 or by fax 914-251-1200. The normal business hours are 8:30am to 5:00pm on Monday - Friday. You can find more information about the New York firm at larchlane.com.