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 an SEC-registered institutional RIA organized as an LLC and registered in 2019. The firm serves an institutional client base and provides portfolio management for businesses and institutions. Its fee arrangements include a mix of fixed fees and performance-based fees. Source data identify ownership as a combination of a domestic entity and an individual, and note the firm is not classified as a capital allocator. Leste USA is not registered as a multi-state adviser, does not characterize itself as an active ESG investor, and is not listed as a pension consultant or related adviser. The firm also appears to participate in sponsor and manager roles: it is affiliated as an investment adviser and sponsor and is noted as acting as a general partner or managing member of pooled investment vehicles. That suggests Leste USA can both advise institutional clients and take on direct manager responsibilities for pooled structures it organizes.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth