Member / Elected Manager · Larch Capital Partners LLC
Juliana M. Traina
CRD 5001969 · Named on Form ADV at one SEC-registered adviser
At a glance
Larch Capital Partners LLC, an SEC-registered asset manager based in Miami, FL with $3.0 billion in regulatory assets, lists Juliana M. Traina on its Form ADV as Member / Elected Manager, a control person.
Firms and roles
- Larch Capital Partners LLCMember / Elected ManagerAsset manager · Miami, FL · $3.0B in regulatory assets
AtlasMembers
Juliana’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Rita d. TavaresMember, Larch Capital Partners LLC
- Henrique A. da Fonte FilhoMember / Elected Manager, Larch Capital Partners LLC
- Krishna L. RibeiroMember, Larch Capital Partners LLC
- Lucas Aiache ArfelliMember / Elected Manager, Larch Capital Partners LLC
- Jonathan D. LeeCCO, Larch Capital Partners LLC
3 more people named with Juliana on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Juliana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.