Single Family OfficeRIA · CRD 146620SEC-Registered

Updated:

Larsen Wealth Management

Erik Larsen established Larsen Wealth Management following a career in investment banking and asset management.

Larsen Wealth Management

Erik Larsen established Larsen Wealth Management following a career in investment banking and asset management. The wealth origin stems from financial services and investment banking, though exact founding year is not publicly disclosed. The firm is structured as a single-family office, based in New York City. Larsen Wealth Management allocates across a diverse mix of asset classes: real estate, private credit, hedge funds, infrastructure, and enterprise software. The firm pursues both direct investments and fund commitments, often participating in co-investments alongside institutional partners. Known positions include exposure to private credit funds and infrastructure assets in North America and select European markets. The firm maintains a flexible mandate, able to act on both growth-stage and opportunistic situations. The firm's team size is not publicly disclosed. More recently, Larsen Wealth Management has been active in the private credit space, reflecting broader trends in family office allocations to that asset class. No further public filings or press reports detail team changes or new hires. Larsen Wealth Management operates with a lean structure typical of single-family offices, allowing rapid decision-making on direct investments. Its structural differentiator lies in the principal's direct experience in both investment banking and asset management, enabling a hybrid approach that blends institutional underwriting with the flexibility of private capital. Succession and governance details remain private.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Erik Larsen

Founder and Managing Director

Sector focus

Real EstatePrivate CreditHedge FundsInfrastructureEnterprise Software

Frequently asked questions

Who runs Larsen Wealth Management?

Larsen Wealth Management is led by founder and managing director Erik Larsen, who previously worked in investment banking and asset management (per public record, 2026). The firm does not publicly list other investment professionals.

What is the wealth origin behind Larsen Wealth Management?

The wealth origin of Larsen Wealth Management is financial services and investment banking, per public records. The specific family branch or individual source is not further detailed.

What asset classes does Larsen Wealth Management invest in?

Larsen Wealth Management invests across real estate, private credit, hedge funds, infrastructure, and enterprise software. The firm allocates through both direct investments and fund commitments (per public record, 2026).

Does Larsen Wealth Management do direct deals or fund investments?

The firm does both — direct investments in real estate and infrastructure, along with fund commitments in private credit, hedge funds, and enterprise software. Co-investment alongside institutional partners is a known strategy (per public record, 2026).

Where does Larsen Wealth Management invest geographically?

The firm primarily invests in North America, with additional exposure to select European markets, per public record. Its real estate and infrastructure activity is concentrated in the United States.

How is Larsen Wealth Management structured?

Larsen Wealth Management is structured as a single-family office. Details on its legal structure, number of beneficiaries, or team size have not been publicly disclosed.

Does Larsen Wealth Management have a public AUM figure?

No. AUM is undisclosed. The firm does not publish asset figures in any public filings or press reports.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo