Rodrigo Lopes Da Costa
Advisor at B.Side Investments LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
< 1 year
Location
Doral, FL
B.Side Investments LLC
Independent
Total advisors
1Clients per advisor
14 TypicalAvg AUM per client
$516,640 TypicalHNW client ratio
100% Very HighRodrigo Costa is a financial advisor at B.Side Investments LLC holding a Series 65 designation. He has accumulated experience at firms including Bonanza Capital, ETRNTY Family Office, Perpetuos Asset Ltda., EFG Bank, Bradesco Bank, and CdR Hollander Advisors since 2009. B.Side Investments provides portfolio management and administrative services primarily to high-net-worth and ultra-high-net-worth clients, including families, trusts, and charitable organizations. The firm employs a multi-asset, multi-style, multi-manager approach with both long- and short-term strategies and serves a significant number of non-U.S. clients while offering advisory services involving private pooled investment vehicles and various complex instruments.
Based on B.Side Investments LLC
$100,000 - $500,000: 1.10% - 1.50% $500,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000+: 0.50% - 0.75%
Performance fee of up to 20% of net profits for qualified clients with at least $1,100,000 AUM or $2,200,000 net worth; not charged to Maryland residents.
Account minimum: $500,000 Minimum fee: Minimum annual fee is $5,000 and is negotiable. Fee-only: In certain cases, may offer fixed fees ranging from 0.25% to 1.50% of AUM; fixed fees are negotiable and do not exceed 1.50% of AUM.
Doral, FL
Florida
< 1 year of industry experience
Bonanza Capital
2024 - Present • 2 years
Sao Paulo
ETRNTY Family Office
2024 - 2025 • 1 year
Sao Paulo
Perpetuos Asset Ltda.
2023 - 2024 • 1 year
Sao Paulo
EFG Bank
2022 - 2023 • 1 year
Sao Paulo
Bradesco Bank
2020 - 2022 • 2 years
Sao Paulo
CdR Hollander Advisors
2009 - 2020 • 11 years
Sao Paulo
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