Garch Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Main office
Andover MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
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Business activities & affiliations
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Other specialized services
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