Arbalpha Capital, Llc
- Regulatory AUM
- $122M
- Discretionary
- $122M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $122M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Costa, Bruno, Cesar | Beneficial Owners | Apr 2021 (5y) | ≈ 25% – 56.25% via Costa Capital Group Inc | |
| Costa, Victor, Hugo | Beneficial Owners | Apr 2021 (5y) | ≈ 25% – 56.25% via Costa Capital Group Inc | |
| Kurt Andrew Watkins | Cco | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Costa Capital Group Inc | Manager | Jun 2023 | A | 50% – 75% |
| Arbalpha Holdings Llc | Manager | May 2023 | A | 10% – 25% |
| Cesarius Global Llc | Manager | Jun 2023 | A | 10% – 25% |
| Beaver Venture Llc | Manager | Jun 2023 | A | 10% – 25% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Costa, Bruno, Cesar: 50% – 75% of Costa Capital Group Inc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Costa, Victor, Hugo: 50% – 75% of Costa Capital Group Inc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 857 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗