General Larch Capital Partners, LLC is a Limited Liability Company organized in the state of Florida. This Firm has been in business since 2019, and is owned by the following individuals:
• Henrique da Fonte Filho – 68.3%;
• Rita Tavares – 12.9%;
• Juliana Moreira – 9.9%;
• Krishna Ribeiro – 7.9%
• Lucas Aiache Arfelli – 1% Larch Capital Partners, LLC (hereinafter “Larch Capital”, the “Adviser” or the “Firm”) offers the following services to advisory clients: Investment Supervisory Services Larch Capital offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Larch Capital creates an Investment Profile and Risk Profile for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:
• Investment strategy• Personal investment policy
• Asset allocation• Asset selection
• Risk tolerance• Regular portfolio monitoring Larch Capital evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Risk tolerance levels are documented in the Investment Policy Statement, which is given to each client. Larch Capital will generally directly manage assets on its client’s behalf; however, Larch Capital may select third-party portfolio managers to manage client assets. Services Limited to Specific Types of Investments Larch Capital generally limits its investment advice and/or money management to a broad range of domestic and international securities including equities, bonds, promissory notes,

shares participation certificates and warrants as well as standardized and non-standardized options, futures, forward transactions, term deposits, fiduciary deposits, regulated or unregulated collective investment instruments (including funds), precious metals or rights to precious metals, or other types of investment instructed by the client. Larch Capital may also invest in private investment funds and investments of a similar structure to diversify its client’s portfolios. Tailored Relationships Larch Capital develops customized strategies based on the stated investments objectives, risk tolerances, and financial circumstances of each client. While Larch Capital often selects or recommends a variety of securities for its clients, each client may choose to impose reasonable restrictions on the management of their accounts, including requesting the restriction of securities or types of investments. For instance, sometimes restrictions are imposed by the governing documents of a client (i.e., corporate documents). Larch Capital’s associated persons work with their clients to identify their investment goals and objectives, as well as risk tolerance, to create a portfolio allocation strategy designed to complement the client’s financial situation and personal circumstances. The goals and objectives for each client are documented by the Firm in agreement with the client in an Investment Policy Statement. Assets Under Management As of December 31, 2023, Larch Capital manages $595,948,107.74 on a discretionary basis and $866,876,268.20 on a non-discretionary basis. Additional General Information Larch Capital’s Agreements may not be assigned without client consent. Larch Capital does not currently participate in any Wrap Fee Programs.