A complete list of active advisors currently associated with Garch Capital LLC
Warmer can help you find a great advisor at Garch Capital LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Garch Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Andover, MA
| 8
|
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