Larch Lane Advisors LLC (Rye Brook)

Name: Larch Lane Advisors LLC
Address: 800 Westchester Avenue, S 528, Rye Brook, NY, 10573
Telephone: 914-798-7600

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. 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.

Careers at Larch Lane Advisors LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Alan Jurish	Ceo and cio	1 Sep 2005	Other	2365816
Michael Todd Williams	Chief legal officer, chief compliance officer	1 Sep 2005	Other	4660251
Larch Lane Holdings L.P.	Member	1 Sep 2005	Other	20-1027125
Larch Lane Holdings Ii L.P. (Fka Larch Lane Holdings L.P.)	Member	1 Sep 2005	75% - 100%	20-1027125
Lla Holdings Llc	Special member	1 Oct 2005	75% - 100%	20-3600627
Ross Michael Weissman	Chief financial officer	1 Apr 2006	Other	4612569
Kenneth Wayne Stemme	Director of research	1 Apr 2007	Other	2185463
Thomas Moynihan Turpin	Director	1 May 2007	Other	1888979
Linda Tilton Gibson	Director	1 May 2007	Other	1754883
Stephen Williamson Clarke	Director	1 Mar 2008	Other	1904086
Kevin Richard Mirabile	Chief operating officer	1 May 2008	Other	1604937
Larch Lane Equity Holdings Lp	Member	1 May 2009	Other	26-4795058
Stephen Anthony Mcshea	General counsel and chief compliance officer	1 Oct 2009	Other	5729771
James Edward Mikolaichik	Director	1 Sep 2010	Other	5047043
David Jay Katz	President and chief operating officer	1 Jun 2011	Other	2813039
Stephen Harold Belgrad	Director	1 Jun 2011	Other	2087759
Aidan John Riordan	Director	1 Jun 2011	Other	2394294
Larch Lane Holdings I L.P.	Member	1 May 2013	75% - 100%	61-1708016
Geoffrey Brian Doyle	Director of research	1 Aug 2013	Other	2712026
Eric Matthew Konigsberg	Chief risk officer	1 Feb 2015	Other	2663865
Barry Scott Ipp	Chief compliance officer	1 Feb 2015	Other	6458544
Rafael Steven Labourdette	Chief financial officer	1 Jan 2016	Other	6594048

Indirect Owners

The SEC currently registers 11 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Mark Alan Jurish	Ceo	1 Sep 1999	75% - 100%	2365816
Om Group (Uk) Limited	100% shareholder of old mutual (us) holdings inc.	1 Jan 2003	75% - 100%	foreign
Old Mutual Plc	100% shareholder of om group (uk) limited	1 Jan 2003	75% - 100%	foreign
Mark Alan Jurish	Limited partner	1 Aug 2003	75% - 100%	2365816
Two American Lane Corporation	General partner of larch lane holdings l.p.	1 Aug 2003	Other	06-1362514
Old Mutual (Us) Holdings Inc.	100% member of 2100 capital holdings llc	1 Jul 2005	75% - 100%	04-2714625
2100 Capital Holdings Llc	Member of lla holdings llc	1 Oct 2005	75% - 100%	20-3600709
Larch Lane Equity Gp Llc	General partner	1 Oct 2008	Other	20-3600627
Larch Lane Holdings Gp Llc	General partner of larch lane holdings ii l.p.	1 Jan 2013	Other	46-2349827
Mark Alan Jurish	Limited partner	1 May 2013	50% - 75%	2365816
Larch Lane Holdings Gp Llc	General partner of larch lane holdings i, l.p.	1 May 2013	Other	46-2349827

Based in Rye Brook

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.