L&S INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 285002
- Registered since
- August 30, 2024
- Website
- ls.com.vc
- Custodians
- INTERACTIVE BROKERS LLC, MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Corporations / Businesses58.61%
- HNWI30.44%
- Individuals10.95%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
L&S Investment Advisors, LLC is an SEC-registered limited liability company that provides discretionary portfolio management primarily to individuals, families, small businesses and institutional clients. The firm’s billing mixes percentage-of-AUM fees with fixed-fee arrangements and other negotiated structures. Its advisory mandate centers on active portfolio management across public markets supplemented by allocations to third‑party alternative managers. Investment emphasis is on liquid equity exposure delivered largely through exchange‑traded instruments alongside a stated preference for fixed‑income exposure. The firm also sources external managers for less liquid strategies—private equity, venture capital, hedge funds, private placements and real estate—indicating a multi‑manager approach for clients seeking diversification beyond stocks and bonds. L&S does not profile itself as an ESG‑focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Investment Grade Corp Bonds31%
- US Government Bonds11%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds7%
Owners & executives
3 of 3Leandro Ruschel
CEOCRD 6720302
Victor Mecozzi
Chief Operating OfficerCRD 6266181
Eraldo De Paola Neto
Chief Compliance OfficerCRD 6626480
Contacts
3 of 5Lorenzo Pereira Weber
Financial AnalystCRD 8246662
ERIC CARRIERI TAYLOR
Investment AdvisorCRD 7617665
Joao Renato Corbellini
AnalystCRD 7715486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2601 S Bayshore Dr
- Time zone
- ET (UTC-5)
- Office locations
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