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Bruna Bianchini Sato

Investment Adviser Representative at Larch Capital Partners LLC

Miami, FLCRD #8086430Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bruna Bianchini Sato is an investment adviser representative with Larch Capital Partners LLC in Miami, FL, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

201 S. Biscayne Boulevard, Suite 900
Miami, FL 33131

Advisors at this office: 9

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/28/2026
Series 65
Uniform Investment Adviser Law Examination
Passed 1/17/2026
SIE
Securities Industry Essentials Examination
Passed 12/19/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Larch Capital Partners LLCCurrent
2/2/2026 – Miami, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mattos Filho, Veiga FIHO, Marrey JR E Quiroga ADV
    Jul 2011 – Jan 2020Sp
  2. Unemployed
    Feb 2020 – Nov 2024Miami, FL
  3. Larch Capital Partners LLC
    Dec 2024 – no end date reportedMiami, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Larch Capital Partners LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$5,000,000 (waivable)
Firm's annual rate schedule by assets
  • $5,000,000 to $20,000,0001.00%
  • $20,000,001 to $30,000,0000.75%
  • $30,000,001 to $50,000,0000.65%
  • Above $50,000,0010.50%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment advisory and management (Value Creation); financial education for clients and their families (Knowledge Building); consolidated asset reporting across multiple custodians (Integrated View); and selection and coordination of specialists in tax, succession, and fiduciary structuring (Partnership).

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers
Firm areas of expertise
Multi-family OfficeWealth ManagementInvestment AdvisoryFinancial EducationConsolidated ReportingTax PlanningSuccession PlanningFiduciary StructuringInternational Financial MarketsPersonalized Solutions

Client types the firm serves

High Net WorthPooled VehiclesOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
1
Main office:
Miami, FL
SEC file number:
801-118304

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 1, 2026

View full firm profile

Other advisors at Larch Capital Partners LLC

8 other advisors in the directory

View Larch Capital Partners LLC firm profile

Similar advisors in Miami, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bruna Bianchini Sato has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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