Garch Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,023,700
Clients
5
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$1,204,740
About
Garch Capital manages separately managed accounts for a small roster of investors, including individual clients and arrangements that can accommodate business or corporate accounts. The firm provides portfolio management focused on long-only US equities and distributes monthly account statements via Interactive Brokers along with quarterly video reviews.
The firm operates a model-driven investment process that relies on technical analysis and relative price performance, screening US stocks with market caps over $1 billion, average daily volume above 300,000, and prices above $30. Typical portfolios hold about 30–35 names, built in two-to-three tranches with average cash weights around 10–15%, and are monitored on a daily and weekly basis with monthly and quarterly reporting.
What distinguishes Garch from many small independent advisers is its disclosure of performance-based fee arrangements and its corporate-level operational setup (prime broker, bank, EIN) that supports business accounts. The brochure also highlights the founder’s corporate finance leadership background, the firm’s reported net-of-fee returns for 2024–2025 (achieved without leverage and with modest cash holdings), and a compliance review by the Massachusetts Securities Division in 2Q2024.
Client services
Portfolio management
Expertise
Active portfolio management
Main office location
Garch Capital LLC
1 Dove Lane
Andover MA 01810, United States
Number of offices
1
Most active in
Garch Capital LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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