L&S INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$231M
Discretionary
$231M
100% of AUM
Avg account
$580K
Accounts
399
Employees
8
Advisory reps
8

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Investment Grade Corp Bonds 31%, US Government Bonds 11%, Cash & Cash Equivalents 8%, Non-Investment Grade Corp Bonds 7%, Non-Exchange Traded Equities 3%, Public Funds/Mutual Funds 2%37%
  • Exchange Traded Equities37%
  • Investment Grade Corp Bonds31%
  • US Government Bonds11%
  • Cash & Cash Equivalents8%
  • Non-Investment Grade Corp Bonds7%

Owners & executives

3 of 3
  • Leandro Ruschel

    CEOCRD 6720302

  • Victor Mecozzi

    Chief Operating OfficerCRD 6266181

  • Eraldo De Paola Neto

    Chief Compliance OfficerCRD 6626480

Contacts

3 of 5
  • Lorenzo Pereira Weber

    Financial AnalystCRD 8246662

  • ERIC CARRIERI TAYLOR

    Investment AdvisorCRD 7617665

  • Joao Renato Corbellini

    AnalystCRD 7715486

Unlock 2 more contacts

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
2601 S Bayshore Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth