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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-22-2010
- Office Locations
- 1
Office Locations
About Worch Capital LLC
Worch Capital LLC serves as general partner of a long/short equity strategy with a directional bias and an emphasis on capital preservation, supported by a 10+ year track record. The firm also provides customized allocations and recommendations for broadly diversified global portfolios for high net worth individuals, business owners, family offices, and institutions including endowments, foundations, and pension plans.
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Accredited Investors
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Client Personas
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Investment Themes
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Owner & Executives
RYAN FRANCIS WORCH
Chief Compliance Officer, Managing Member, Principal
- CRD
- #4148867
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,450,060 | -- |
| Non-Discretionary | $5,237,804 | -- |
| Total | $71,687,864 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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