The LARSON CAPITAL MANAGEMENT is a privately held investment adviser that advises $8.65Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. LARSON CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 260.43% over the last 5-years.
The Group has been registered with the SEC for 16.12 years and is comprised of 3 filing and 0 relying advisers. They operate out of 33 office locations with their Headquarters at 100 N BROADWAY SUITE 1700, ST. LOUIS, MISSOURI. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 197 employees comprised of 107 investment and 90 non-investment staff. The total number of Employees increased by 6.49% over the last 5-years.
Their $8.65Bn in assets advised are owned by 66 private funds, 0 public funds and BDCs and 57 other accounts. Assets of High Net Worth Individuals clients own $5.37Bn or 62.1% of Total Assets and Individuals own $1.76Bn or 20.38% of Total Assets.
The Group's top investment strategies include Real Estate, Traditional LBO and FI/Credit - Diverse, representing 92.83%, 5.32% and 1.85% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 27 private funds with $301.19mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
LARSON CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.