Leste USA, LLC

RIASEC RegisteredEst. 2019
Total AUM
$126M
Discretionary
$126M
100% of AUM
Avg account
$63.1M
Accounts
2
Employees
12
Advisory reps
6

Firm details

Headquarters
Miami, Florida
CRD number
301289
Registered since
September 18, 2019
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Leste USA, LLC is a limited liability company that registered with the SEC in 2019 and positions itself as an adviser focused on portfolio management for businesses and institutional clients. Its client base is institutional, and it charges a mix of fixed fees and performance-based fees. The firm reports it is not active on ESG investing and is not registered as a multi-state adviser. Regulatory and organizational details classify the firm as unclassified; ownership is a combination of a domestic entity and an individual. Leste USA also lists advisory and sponsor roles among its industry affiliations, indicating it operates beyond pure advisory work into sponsor/GP activity for pooled vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 43%, Public Funds/Mutual Funds 34%, Non-Exchange Traded Equities 14%, Cash & Cash Equivalents 4%, US Government Bonds 3%, Exchange Traded Equities 2%43%
  • Other43%
  • Public Funds/Mutual Funds34%
  • Non-Exchange Traded Equities14%
  • Cash & Cash Equivalents4%
  • US Government Bonds3%

Owners & executives

3 of 5
  • Alessandra Augusta Souza

    Alessandra Augusta Souza

    Chief Financial OfficerCRD 7087595

  • Emmanuel Hermann

    Emmanuel Hermann

    Founder and Chief Executive OfficerCRD 2687683

  • Thais Monteiro

    Chief Legal OfficerCRD 7956138

Unlock 2 more executives

Contacts

1 of 1
  • Fabio Feitler

    Fabio Feitler

    Partner and DirectorCRD 6991701

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
1450 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth