Larchmont Wealth Advisors

The firm does not publicly disclose its principals or investment committee members. Based on its multi-family office structure, investment decisions are likely made by a small team of senior advisors in consultation with client families. Without named individuals, the firm maintains a high degree of anonymity.

The firm likely relies on its network of wealth advisors, real estate developers, and private credit intermediaries to source direct investments. As a multi-family office, it can participate in club deals alongside other family offices and institutional partners. Public deal sourcing is not detailed.

The firm operates as a multi-family office, serving multiple wealthy families rather than a single founding family. This structure allows it to pool capital from several families for larger direct investments while offering individualized wealth management services.

The firm likely engages in both fund commitments and direct co-investments, though its known focus is on direct placements and co-investment structures. A multi-family office serving a small client base may allocate a portion of assets to alternative investment funds, but the firm's public posture emphasizes direct control over capital deployment.

The firm targets stable, income-oriented assets in real estate, infrastructure, and private credit. This suggests a preference for mature, cash-generating investments rather than early-stage or venture capital. The firm appears to avoid high-growth or speculative equity positions.

The firm does not disclose a list of excluded sectors. Given its focus on real estate, infrastructure, and private credit, it likely avoids sectors like technology startups, commodity speculation, and distressed debt. The emphasis on yield and preservation implies a conservative posture.