LARCH CAPITAL PARTNERS LLC

FIRM BROCHURE – FORM ADV PART 2A LARCH CAPITAL PARTNERS, LLC Date of Firm Brochure: March 31, 2026 201 S. Biscayne Boulevard Suite 9000 Miami, FL 33131 (786) 677-4120 Item 1 – Cover Page This Brochure provides information about the qualifications and business practices of Larch Capital Partners, LLC. If you have any questions about the contents of this Brochure, please contact us at (212) 751-4422 and/or by email at jonathan@larchcap.com. The information in this Brochure has not been approved or verified by the United States Securities and Exchange Commission (“SEC”) or by any state securities authority. Registration of an Investment Firm does not imply any level of skill or training. The oral and written communications of a Firm provide you with information about which you determine to hire or retain a Firm. Additional information about Larch Capital Partners, LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 1  Item 2 – Material Changes Since the last filing on July 29, 2025, there have been no material changes. You will receive a summary of any materials changes to this and subsequent Brochures within 120 days of the close of our business’ fiscal year, which is December 31 of each year. We will further provide you with a new Brochure as necessary based on material changes or new information, at any time, without charge. Currently, our Brochure may be requested by contacting us at (786) 677-4120 and/or by email at jonathan@larchcap.com. Additional information about Larch Capital Partners, LLC is also available via the SEC’s website at www.adviserinfo.sec.gov. The SEC’s website also provides information about any persons affiliated with Larch Capital Partners, LLC who are registered, or are required to be registered, as Investment Firm Representatives (“IARs”) of Larch Capital Partners, LLC. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 2  Item 3 - Table of Contents Contents Item 1 – Cover Page ............................................................................................................................................ 1 Item 2 – Material Changes ................................................................................................................................ 2 Item 3 - Table of Contents ................................................................................................................................ 3 Item 4 – Advisory Business ............................................................................................................................... 4 Item 5 – Fees and Compensation ................................................................................................................... 6 Item 6 - Performance-Based Fees and side-by-side management ..................................................... 7 Item 7 - Types of Clients.................................................................................................................................... 7 Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss .............................................. 7 Item 9 - Disciplinary Information .................................................................................................................. 11 Item 10 - Other Financial Industry Activities and Affiliations .............................................................. 11 Item 11 - Code of Ethics .................................................................................................................................. 11 Item 12 – Brokerage Practices ...................................................................................................................... 12 Item 13 - Review of Accounts ........................................................................................................................ 13 Item 14 - Client Referrals and Other Compensation .............................................................................. 14 Item 15 - Custody .............................................................................................................................................. 14 Item 16 - Investment Discretion ................................................................................................................... 14 Item 17 - Voting Client Securities ................................................................................................................. 14 Item 18 - Financial Information ..................................................................................................................... 14 Item 19 – Business Continuity and Information Security ...................................................................... 15 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 3  Item 4 – Advisory Business General Larch Capital Partners, LLC is a Limited Liability Company organized in the state of Florida. The Firm has been in business since 2019, and is owned by Henrique da Fonte Filho, Rita Tavares, Juliana Moreira, Krishna Ribeiro, Guilherme Barreto, Marina Wellisch, and Lucas Aiache Arfelli. Larch Capital Partners, LLC (hereinafter “Larch Capital,” the “Adviser,” or the “Firm”) offers the following services to advisory clients: Investment Supervisory Services Larch Capital offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Larch Capital creates an Investment Profile and Risk Profile for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Investment Supervisory Services include, but are not limited to, the following:  Investment strategy • Personal investment policy • Asset selection  Asset allocation  Risk tolerance • Regular portfolio monitoring Larch Capital evaluates the current investments of each client with respect to their risk tolerance levels and time horizon. Larch Capital will generally directly manage assets on its client’s behalf; however, Larch Capital may select third-party portfolio managers to manage client assets. Services Limited to Specific Types of Investments Larch Capital generally limits its investment advice and/or money management to a broad range of domestic and international securities including equities, bonds, promissory notes, shares participation certificates and warrants as well as standardized and non-standardized options, futures, forward transactions, term deposits, fiduciary deposits, regulated or unregulated collective investment instruments (including funds), precious metals or rights to precious metals, or other types of investment instructed by the client. Larch Capital may also invest in private 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 4  investment funds and investments of a similar structure to diversify its client’s portfolios. Tailored Relationships Larch Capital develops customized strategies based on the stated investments objectives, risk tolerances, and financial circumstances of each client. While Larch Capital often selects or recommends a variety of securities for its clients, each client may choose to impose reasonable restrictions on the management of their accounts, including requesting the restriction of securities or types of investments. For instance, sometimes restrictions are imposed by the governing documents of a client (i.e., corporate documents). Larch Capital’s associated persons work with their clients to identify their investment goals and objectives, as well as risk tolerance, to create a portfolio allocation strategy designed to complement the client’s financial situation and personal circumstances. The goals and objectives for each client are documented by the Firm in agreement with the client in an Investment Policy Statement. NB Village LLC NB Village LLC is a Delaware LLC, created in March 2025, with the purpose of investing in a Real Estate Development project in North Bay Village. The company is managed by Larch. NB Village LLC will invest in its subsidiary NBV Real Estate LLC, a Florida LLC, which entered in a Joint Venture Agreement with a real estate developer. Larch, as the manager of the entity, will charge a management fee of 0.3% over the committed capital per year, which is paid annually at the end of each calendar year and initially at the outset of the engagement. For more detailed information, Clients should reference the Subscription Agreement that they signed. Assets Under Management As of December 31, 2025, Larch Capital manages $1,869,468,581 on a discretionary basis and $1,127,818,143 on a non-discretionary basis. Additional General Information Larch Capital’s Agreements may not be assigned without client consent. Larch Capital does not currently participate in any Wrap Fee Programs. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 5  Item 5 – Fees and Compensation Basic fee schedule: Discretionary Accounts  $5,000,000 to $20,000,000 – 1.00%  $20,000,001 to $30,000,000 – 0.75%  $30,000,001 to $50,000,000 – 0.65%  Above $50,000,001 – 0.50% Non-discretionary Accounts For non-discretionary accounts, Larch Capital will discuss a fee arrangement with each account individually. The fee grid above is the Firm’s standard guideline; however, fees are negotiable depending upon the needs of the client and complexity of the situation and the final fee schedule is attached to the Investment Management Agreement. Fees are generally paid quarterly in arrears, in accordance with their client agreement, and clients may terminate their contracts with thirty days’ written notice. Clients may terminate their contracts without penalty, within five (5) business days of signing the advisory contract. Advisory fees are withdrawn directly from the client’s accounts with client written authorization; however, clients may also be billed and make direct payments to the Adviser via wire transfer. Additional Fee Information Clients may authorize the Firm to directly debit management fees from client accounts on a quarterly basis. In such instances, management fees are prorated for each capital contribution and withdrawal made during the applicable calendar quarter. Accounts initiated or terminated during a calendar quarter will be charged a prorated fee. Client fees will be deducted from the Client’s account held at the custodian or may be billed for direct payment from the client. Larch Capital will invoice the custodian and the Client regarding the fees to be deducted in the client’s account. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 6  The Firm’s fees are generally exclusive of brokerage commissions, transaction fees, and other related costs and expenses which shall be incurred directly by the client. Clients may incur certain charges imposed by custodians, brokers, and other third parties such as fees charged by fund managers, custodial fees, deferred sales charges, odd-lot differentials, transfer taxes, wire transfer and electronic funds fees, and other fees and taxes on brokerage account and securities transactions. Mutual funds and exchange traded funds also charge internal management fees, which are disclosed in a fund’s prospectus. It is the Firm’s policy not to accept “kickbacks” or retrocession fees from any third unaffiliated party providing services to the Firm’s clients. Termination of the Agreement Although Agreements between Larch Capital and its clients are ongoing agreements and adjustments may be required, the length of service to the client is at the client’s discretion. The client or the investment manager may terminate an Agreement by written notice to the other party with a thirty–day (30) advance notice or as agreed upon otherwise between the client and the Firm. Item 6 - Performance-Based Fees and side-by-side management Larch Capital does not accept performance-based fees or other fees based on a share of capital gains on or capital appreciation of the assets of a client. Item 7 - Types of Clients Larch Capital provides asset and/or portfolio management services to individuals, high net worth individuals and Corporations. The Firm ordinarily requires each account to have a minimum of $5,000,000, although smaller amounts may be accepted and maintained at the discretion of the Firm. Item 8 - Methods of Analysis, Investment Strategies and Risk of Loss Methods and Investment Strategies 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 7  Larch Capital’s security analysis methods include both fundamental and technical analysis. Furthermore, the main sources of information include Bloomberg, financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases. Fundamental Analysis Fundamental analysis of a business involves analyzing its income statement, financial statements and health, its management and competitive advantages, and its competitors and markets. Fundamental analysis school of thought maintains that markets may misprice a security in the short run but that the "correct" price will eventually be reached. Profits can be made by trading the mispriced security and then waiting for the market to recognize its "mistake" and re-price the security. However, fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock. Therefore, unforeseen market conditions and/or company developments may result in significant price fluctuations that can lead to investor losses. Technical Analysis Larch Capital analyzes past market movements and applies that analysis to the present to recognize recurring patterns of investor behavior and to potentially predict future price movement. These analyses may include the following:  Cyclical analysis: In this type of technical analysis, we measure the movements of a stock against the overall market to predict the price movement of the security.  Charting: In this type of technical analysis, we review charts of market and security activity to identify when the market is moving up or down and to predict when how long the trend may last and when that trend might reverse. Some technical analysis does not consider the underlying financial condition of a company. This presents a risk that a poorly managed or financially unsound company may underperform regardless of market movement. The investment strategy for a specific client is based upon the objectives stated by the client in the Investment Policy Statement. Strategies may include long-term purchases, short-term purchases, 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 8  trading, short sales, margin transactions, and other strategies. In some cases, the Adviser might advise on private investments made by clients. Real Estate Valuation Real estate valuation is an inherently inexact process and depends on numerous factors, all of which are subject to change. Appraisals or opinions of value may prove to be insufficiently supported, and the Adviser’s review of the value of the underlying property in determining whether a Client should make or participate in an underlying investment and the value of the underlying property may be based on information that is incorrect or opinions that are overly optimistic. The risk of default in such situations is increased, and the risk of loss to Clients will be commensurately greater. Real Estate Analysis The Adviser generally looks at a range of real estate and real estate related investment opportunities with a focus on opportunities that offer an appropriate return given the term and risk associated with each specific investment. The Adviser reviews the analysis of the originator, who frequently has experience in the specific property type, market or business plan contemplated in the investment. The Adviser also reviews relevant market data, third party appraisals and market studies where available. Risks of Loss All investment programs have certain risks that are borne by the investor. Our investment approach constantly keeps the risk of loss in mind. Investors face the following investment risks, amongst others:  Interest-rate Risk: Fluctuations in interest rates may cause investment prices to fluctuate. For example, when interest rates rise, yields on existing bonds become less attractive, causing their market values to decline.   Market Risk: The price of a security, bond, or mutual fund may drop in reaction to tangible and intangible events and conditions. This type of risk is caused by external factors independent of a security’s underlying circumstances. For example, political, economic and social conditions may trigger market events. Inflation Risk: When any type of inflation is present, a dollar today will not buy as much as a dollar next year, because purchasing power is eroding at the rate of inflation. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 9   Currency Risk: Overseas investments are subject to fluctuations in the value of the dollar against the currency of the investment’s originating country. This is also referred to as exchange rate risk.  Reinvestment Risk: This is the risk that future proceeds from investments may have to be reinvested at a potentially lower rate of return (i.e., interest rate). This primarily relates to fixed income securities.  Business Risk: These risks are associated with an industry or a company within an industry. For example, oil-drilling companies depend on finding oil and then refining it, a lengthy process, before they can generate a profit. They carry a higher risk of profitability than an electric company, which generates its income from a steady stream of customers who buy electricity no matter what the economic environment is like.  Liquidity Risk: Liquidity is the ability to readily convert an investment into cash. Generally, assets are more liquid if many traders are interested in a standardized product. For example, Treasury Bills are highly liquid, while real estate properties are not.  Financial/Credit Risk: Excessive borrowing to finance a business’ operations increases the risk of profitability, because the company must meet the terms of its obligations in good times and bad. During periods of financial stress, the inability to meet loan obligations may result in bankruptcy and/or a declining market value of securities.  Real Estate Risk: Real estate values can be impacted by a variety of factors. Some of those factors include: (i) economic conditions in the U.S. and/or international markets; (ii) local market factors such as an abundance of space or a drop in demand for space; (iii) financial condition of tenants, buyers and sellers of properties; (iv) changes in rental rates; (v) location and quality of the properties and changes in the relative demand for property types and locations; (vi) the strength and capability of property management; (vii) potential liability under changing environmental and other laws or succession in ownership and fluctuations in real estate tax rates and other operating costs and expenses; (viii) energy and supply shortages; (ix) fluctuations in interest rates and the availability of debt financing; (x) uninsured losses or delays from casualties or condemnation; (xi) government regulations (including those governing usage, improvements, zoning and taxes) and fiscal policies; (xii) quality of maintenance, insurance and management services; (xiii) property level or structural latent defects; and (xiv) acts of God, acts of war (declared or undeclared), terrorist acts, strikes, epidemics and pandemics (such as COVID- 19) and other factors beyond the control of an Originator or Adviser.  Real Estate Valuation Risk: Real estate valuation is an inherently inexact process and depends on numerous factors, all of which are subject to change. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 10  Appraisals or opinions of value may prove to be insufficiently supported, and the Adviser’s review of the value of the underlying property in determining whether a Client should make or participate in an underlying investment and the value of the underlying property may be based on information that is incorrect or opinions that are overly optimistic. The risk of default in such situations is increased, and the risk of loss to Clients will be commensurately greater. Item 9 - Disciplinary Information Investment Adviser Firms are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of a Firm or the integrity of Firm’s information applicable to this management. Larch Capital has no Item. Please visit www.advisorinfo@sec.gov at any time to view Larch Capital’s registration information and any applicable disciplinary action. Item 10 - Other Financial Industry Activities and Affiliations Larch Capital is neither registered nor has an application pending to register as a securities broker-dealer. Neither of the Firm’s management persons are pending or registered with a broker-dealer. Neither the Firm nor any of its management persons is registered or has an application pending to register as a futures commission merchant, commodity pool operator, a commodity trading advisor, or an associated person of any of the foregoing entities. Item 11 - Code of Ethics State and SEC regulations impose a fiduciary duty on Investment Firms. As a fiduciary, Larch Capital has a duty of utmost good faith to act solely in the best interests of each of our clients. Our clients entrust us with their funds, which in turn place a high standard on our conduct and integrity. Our fiduciary duty compels all employees to act with the utmost integrity in all their dealings. This fiduciary duty is the core principle underlying our “Code of Ethics” and represents the expected basis of all our dealings with our clients. The Code includes policies and procedures developed to protect client’s interests in relation to the following topics: 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 11  • The duty is always to place the interests of clients first. • The requirement that all personal securities transactions be conducted in such a manner as to be consistent with the code of ethics and to avoid any actual or potential conflict of interest or any abuse of an employee’s position of trust and responsibility. • The principle that investment Firm personnel should not take inappropriate advantage of their positions. • The fiduciary principle that information concerning the identity of security holdings and financial circumstances of clients is confidential; and • The principle that independence in the investment decision-making process is paramount. Larch Capital and its employees may buy or sell securities that are also held by clients; however, the Firm and its employees may not trade their own securities ahead of client trades. Employees must comply with the provisions of the Adviser’s Compliance Policies and Procedures, as well as the Code of Ethics. The Adviser’s Chief Compliance Officer will review, or supervise the review of, all employee trades each quarter or more frequently as conducted. The personal trading reviews ensure that the personal trading of employees does not affect the markets, and that clients of the Adviser receive preferential treatment. The Adviser will provide a copy of the Code to any client or prospective client upon request at the contact information contained on the Cover Page of this Brochure. Item 12 – Brokerage Practices Although Larch cannot guarantee that its advisory clients will always pay lower fees on a given transaction executed at one of its recommended brokers, the Adviser believes that the competitive pricing arranged with its recommended brokers is well worth the value received from these brokers. By the same token, if a client determines that an account be held in custody at an alternative broker or custodian to which the Firm agrees, Larch cannot guarantee that the best execution received from that brokerage arrangement would be the best available, whether on an absolute or relative basis. The fees charged by the brokers and custodians executing brokerage transactions and providing custodial services are, as noted throughout this Brochure, separate and distinct from the Larch 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 12  advisory fee charged to each advisory client. Larch believes these policies support the best interests of its advisory clients. Best execution and order aggregation Larch maintains written policies and procedures regarding best execution it receives from the broker to which it submits client orders. Generally, Larch does not aggregate client orders, but maintains policies and procedures if the Firm aggregate orders. The executing brokers utilized by Larch are required to conduct best execution reviews of client transactions, and also must adhere to rules when aggregating orders, in accordance with regulatory requirements and their own written supervisory procedures. When selecting a broker-dealer for a client, Larch Capital typically considers which broker-dealer will be most favorable to the client. Most favorable does not necessarily be the lowest cost. Additionally, the research and services provided by the broker-dealer with respect to the investment may be a factor in the selection process. The commissions payable to such broker- dealers may in certain cases be higher than those attainable from other broker- dealers who do not provide such research and services. Ordinarily, such research will be used to service all the Firm's accounts. It is the Firm’s policy not to enter soft dollar arrangements and the Firm has no formal soft dollar arrangements. The Firm does not consider, in selecting or recommending broker-dealers, whether Firm or a related person receives Client referrals from such broker-dealer. Item 13 - Review of Accounts Account reviews are performed periodically, no less than annually. Account reviews may be performed more frequently when market conditions dictate and as requested by Larch Capital’s clients. Other conditions that may trigger a review are changes in the tax laws, new investment information, and changes in a client's own situation. Account reviewers assist the Firm’s Compliance Department, with the assistance of IARs of the Firm. They are instructed to consider the client's current security positions and the likelihood that the performance of each security will contribute to the investment objectives of the client. Clients receive periodic communications on at least an annual basis and where applicable, will receive an account statement or performance report no less than quarterly, and often monthly as activity dictates. In addition to periodic reviews, the Firm also performs reviews of its clients’ accounts as appropriate based on changes in market conditions, security positions or changes in a client’s investment objective 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 13  or policies. Item 14 - Client Referrals and Other Compensation Larch Capital may receive or provide referrals from current clients, attorneys, accountants, employees, personal friends of employees and other similar sources. Item 15 - Custody We have custody, as defined in Rule 206(4)-2 under the Advisers Act, of some assets we manage. The applicable assets and funds undergo an annual surprise audit performed by an independent accounting firm registered with, and subject to inspection by, the Public Company Accounting Oversight Board. Item 16 - Investment Discretion The Firm receives discretionary authority from the client at the outset of an advisory relationship to select the identity and number of securities to be bought or sold. In all cases, however, such discretion is to be exercised in a manner consistent with the stated investment objectives for the client account. When selecting securities or investment managers and determining amounts, the Firm observes the investment policies, limitations, and restrictions of the clients for which it advises. Investment guidelines and restrictions are provided to the Firm in writing. Item 17 - Voting Client Securities Larch Capital does not vote proxies on securities; thus, clients are expected to vote for their own proxies or contact the third-party portfolio manager for advice on how to vote proxies to discuss the best course of option. Item 18 - Financial Information The Firm has no financial commitment that impairs its ability to meet contractual and fiduciary commitments to clients. Also, the Firm has not been the subject of a bankruptcy proceeding. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 14  Item 19 – Business Continuity and Information Security Business Continuity Plan Larch Capital has a Business Continuity Plan in place that provides detailed steps to mitigate and recover from the loss of office space, communications, services, or key persons. The Business Continuity Plan covers natural disasters such as hurricanes, tornados, and flooding. The Plan covers man-made disasters such as loss of electrical power, loss of water pressure, fire, bomb threat, nuclear emergency, chemical event, biological event, T-1 communications line outage, Internet outage, railway accident, aircraft accident, and internal and external cyber-attacks. Electronic files are backed up daily and archived offsite. Alternate offices are identified to support ongoing operations in the event the main office is unavailable. It is our intention to contact all clients promptly after a disaster that dictates moving our office to an alternate location. Privacy and Information Security Larch Capital maintains an information security program to reduce the risk that your personal and confidential information may be breached. Furthermore, Larch Capital is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals. We maintain a secure office to ensure that your information is not placed at unreasonable risk. We employ a firewall barrier and use other techniques and authentication procedures in our computer environment. We do not provide your personal information to mailing list vendors or solicitors. We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law. Personal identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 15  laws. After that time, information may be destroyed. We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver our Privacy Notice to you annually, in writing. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 16  FIRM BROCHURE – FORM ADV PART 2B LARCH CAPITAL PARTNERS, LLC 201 S. Biscayne Boulevard Suite Miami, FL 33131 (786) 677-4120 Brochure Supplement This Brochure Supplement provides information about Henrique da Fonte Filho, Rita Tavares, Juliana Moreira, Krishna Ribeiro, Lucas Arfelli, Guilherme Barreto, Bruno Costa, and Luis Felipe Gouvea that supplements Larch Capital Management, LLC’s Brochure. You should have received a copy of that Brochure. Please contact the Firm's Chief Compliance Officer at the number provided above if you have not received our Brochure or if you have any questions about the content of this Supplement. Date of Supplement: 03/31/2026 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 17  Henrique da Fonte Filho Year of Birth: 1971 Formal Education: In 1994, Mr. Henrique da Fonte Filho obtained a bachelor’s degree in business administration from Faculdade de Ciencias Humanas ESUDA in Brazil. In 1998, Mr. Henrique da Fonte Filho obtained his master’s degree in finance from Instituto Brasileiro de Mercados e Capitais in Brazil. In 2002, Mr. Fonte Filho obtained his Certificate of Special Studies in Administration and Management from Harvard University extension school in Boston, MA. Business Experience: Mr. Henrique da Fonte Filho founded Larch Capital in 2020, leads the Larch team, and is responsible for client relations. Previously, joined Credit Agricole in 2003, he held several positions at Credit Agricole Indosuez Wealth until 2020, including Deputy CEO for the Americas from 2012 to 2020 and Head of Brazil desk from December 2008 to March 2012. Previously, he worked from 1996 to 2003 on Safra Group, the first 3 years served as Vice President in charge of the corporate and investments department in Recife, BR; adding in 1998 under his responsibilities Private Banking. Mr. Henrique da Fonte Filho started his career at Banco Banorte from 1992 to 1996, performing as trader and product development manager. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Mr. Henrique da Fonte Filho is not engaged in any other business activities whether investment or non- investment related. Additional Compensation Mr. Henrique da Fonte Filho does not receive any additional compensation for providing advisory services. Supervision Mr. Henrique da Fonte Filho is supervised by Juliana Moreira. She is responsible for supervising the investment adviser representatives, providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 18  Rita Tavares Year of Birth: 1963 Formal Education: In 1990, Ms. Rita Tavares obtained her Bachelor of Science in Business from Universidade Candido Mendes in Rio De Janeiro. Business Experience: Ms. Rita Tavares is a founding partner of Larch Capital, and she is responsible for client relations. She was Director and Deputy Head of Investment at Credit Agricole Indosuez Wealth Miami between 2006 and 2020. Previously, she worked in Brazil at Banco Frances e Brasileiro, ABN Amro Bank, Banco Cidade, Credit Commercial de France, and Credit Agricole Brasil. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Ms. Rita Tavares is not engaged in any other business activities whether investment or non- investment related. Additional Compensation Ms. Rita Tavares does not receive any additional compensation for providing advisory services. Supervision Ms. Rita Tavares is supervised by Juliana Moreira. She is responsible for supervising the investment adviser representatives, providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 19  Juliana Moreira Year of Birth: 1980 Formal Education: In 2011, Ms. Juliana Moreira obtained her master’s in business administration from the University of Miami. In 2003, Ms. Moreira obtained a Bachelor of Business Administration and Management from the University of South Florida. Business Experience: Since 2020 Ms. Juliana Moreira has been a founding partner of Larch Capital and currently serves as Deputy CEO and Chief Investment Officer, being responsible for the investment advisory and management area. Ms. Juliana Moreira was previously at Credit Agricole Securities (USA) Inc. & CA Indosuez Wealth from 2008 to 2020, holding different positions within the investment team including the last position as Director and Head of Advisory. Before Indosuez Ms. Juliana Moreira also performed on the sell side trading for fixed income at Banif Securities and Ultralate between 2005 and 2008. From the years 2004 to 2005 she also served as Junior Analyst of Emerging Market Bonds at Banif Primus. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Ms. Juliana Moreira is not engaged in any other business activities whether investment or non- investment related. Additional Compensation Ms. Juliana Moreira does not receive any additional compensation for providing advisory services. Supervision Ms. Juliana Moreira is supervised by Jonathan Lee, the Compliance Officer of the Firm. He is responsible for supervising the investment adviser representatives providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Mr. Lee can be contacted on (786) 677-4120. . 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 20  Krishna Ribeiro Year of Birth: 1972 Formal Education: Ms. Krishna Ribeiro attended Law School at Universidade Candido Mendes from July 1991 to March 1994. Business Experience: Ms. Krishna Ribeiro serves as a Member and Investment Advisor Representative of Larch Capital Partners, LLC since May 2021. Ms. Ribeiro was previously Senior Vice-President for CA Indosuez Wealth from September 2006 to May 2021. She held various positions at Espírito Santo Bank between 2001 and 2006 and served as Head of Portfolio Segment. She is a Partner of Larch Capital and is responsible for client relations. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Ms. Krishna Ribeiro is not engaged in any other business activities whether investment or non- investment related. Additional Compensation Ms. Krishna Ribeiro does not receive any additional compensation for providing advisory services. Supervision Ms. Krishna Ribeiro is supervised by Ms. Juliana Moreira. She is responsible for supervising the investment adviser representatives, providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 21  Lucas Arfelli Year of Birth: 1990 Formal Education: In 2016, Mr. Lucas Arfelli obtained his master’s in business administration from the University of Florida. In 2012, Mr. Lucas Arfelli obtained his bachelor’s in finance and Business Management from the University of Miami. Mr. Arfelli holds the CPWA® certification administered by Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. Business Experience: Mr. Lucas Arfelli serves as Member and Investment Advisor Representative of Larch Capital Partners, LLC since May 2021. Mr. Lucas Arfelli was previously Vice President and Relationship Manager of CA Indosuez Wealth where he worked since November 2015. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Mr. Lucas Arfelli is not engaged in any other business activities whether investment or non-investment related. Additional Compensation Mr. Lucas Arfelli does not receive any additional compensation for providing advisory services. Supervision Mr. Lucas Arfelli is supervised by Ms. Juliana Moreira. She is responsible for supervising the investment adviser representatives, providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 22  Guilherme Barreto Year of Birth: 1996 Formal Education: Mr. Guilherme Barreto holds a bachelor’s degree from Boston University in Finance and Business Law and a Master of Science degree in Quantitative Management from Duke University’s Fuqua School of Business. Mr. Guilherme is a Certified Investment Advisor, having obtained that designation in 2021 and is a Certified Financial Planner (CFP®). Business Experience: Mr. Guilherme Barreto has interned for Eaton Vance, Itaú Unibanco, and Morgan Stanley and has less than 5 years of employment experience. Mr. Barreto currently serves as an Investment Advisory Analyst at Larch Capital Partners from July 2020. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Mr. Guilherme Barreto is not engaged in any other business activities whether investment or non- investment related. Additional Compensation Mr. Guilherme Barreto does not receive any additional compensation for providing advisory services. Supervision Mr. Guilherme Barreto is supervised by Ms. Juliana Moreira. She is responsible for supervising the investment adviser representatives, providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 23  Bruno Simon Madureira Costa Year of Birth: 1989 Formal Education: Mr. Bruno Costa holds a bachelor’s degree in economics from the University of Florida, attained in 2012. Mr. Costa is also a CFA charterholder, having obtained that designation in 2017. Business Experience: Mr. Bruno Costa currently serves as an Investment Advisory Analyst at Larch Capital Partners. Previously, Mr. Bruno Costa served as an Investment Analyst at Concise Capital between 2018 and 2021. Prior to that, he served as Financial Analyst at Arbitral Finance between 2013 and 2018. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Mr. Bruno Costa is not engaged in any other business activities whether investment or non-investment related. Additional Compensation Mr. Bruno Costa does not receive any additional compensation for providing advisory services. Supervision Mr. Bruno Costa is supervised by Ms. Juliana Moreira. She is responsible for supervising the investment adviser representatives and providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 24  Luis Felipe Gouvea Year of Birth: 2001 Formal Education: Mr. Luis Felipe Gouvea Vieira holds a bachelor’s degree in Economics and Business Technology from the University of Miami, from which he graduated in 2024. Mr. Luis Felipe is a Certified Investment Advisor, having obtained that designation in 2025. Business Experience: Mr. Luis Felipe Gouvea Vieira has interned for Bradesco, Morgan Stanley, Azimut Genesis and Grupo Leste and has less than 5 years of employment experience. Mr. Luis Felipe currently serves as an Investment Advisory Analyst at Larch Capital Partners from June 2025. Disciplinary Information Registered investment advisers are required to disclose all material facts regarding any legal or disciplinary events that may be material to your evaluation of each supervised person providing investment advice. There is no information applicable to this requirement. Other Business Activities Mr. Luis Felipe Gouvea Vieira is not engaged in any other business activities whether investment or non- investment related. Additional Compensation Mr. Luis Felipe Gouvea Vieira does not receive any additional compensation for providing advisory services. Supervision Mr. Luis Felipe Gouvea Vieira is supervised by Ms. Juliana Moreira. She is responsible for supervising the investment adviser representatives, providing investment advice to clients. Supervision is performed on an individual client basis and formal compliance reviews are conducted annually. Ms. Juliana Moreira can be contacted at (786) 677-4120. 201 S. Biscayne Boulevard Suite 900 Miami, FL 33131 (786) 677-4120 25