Bruno S Costa
Investment Adviser Representative at Larch Capital Partners LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bruno S. Costa is an investment adviser representative with Larch Capital Partners LLC in Miami, FL, where they have been registered since 2021. They have worked in the securities industry since 2016 and were previously registered with Arbitral Finance Inc. They have passed 2 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Arbitral Finance, Inc.Sep 2013 – Feb 2018Miami, FL
- Larch Capital Partners LLCMar 2021 – no end date reportedMiami, FL
- Concise Capital ManagementMar 2018 – Mar 2021Miami, 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)
- $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).
Client types the firm serves
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 profileOther advisors at Larch Capital Partners LLC
8 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bruno S Costa 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.
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