LESTE CAPITAL PARTNERS (FLORIDA), LLC

RIASEC RegisteredEst. 2019
Total AUM
$1.6B
Discretionary
$667M
41% of AUM
Avg account
$28.2M
Accounts
57
Employees
19
Advisory reps
5

Firm details

Headquarters
MIAMI, Florida
CRD number
285179
Registered since
September 13, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles92.93%
  • Corporations / Businesses5.21%
  • Other1.86%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Leste Capital Partners (Florida), LLC is an SEC-registered investment adviser that runs pooled investment vehicles and manages portfolios for businesses and institutional clients. Structured as a limited liability company and registered in 2019, the firm operates as a multifaceted fund manager with activity across real estate, hedge fund strategies and private equity. Its business model mixes traditional percentage-of-AUM fees with performance-based fee arrangements and other fee structures, reflecting a manager that takes both asset-based and incentive-driven relationships. The firm serves an institutional client base and acts in sponsor and general partner roles for pooled vehicles. It is not identified as an active ESG investor and does not present itself as a multi-state adviser. Advisory services emphasize portfolio management for pooled investment vehicles and for businesses or institutions rather than retail wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • ALESSANDRA AUGUSTA SOUZA

    Chief Financial OfficerCRD 7087595

  • JOSEPH REIGADAS

    Chief Compliance OfficerCRD 6279797

  • THAIS MONTEIRO

    Chief Legal OfficerCRD 7956138

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Contacts

1 of 1
  • STEPHAN SABRIT

    Managing PartnerCRD 4841028

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