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 investment adviser organized as a limited liability company (registered in 2019) that focuses on institutional portfolio management for businesses and other institutions. The firm reports both fixed and performance-based fee arrangements, and its client base is institutional rather than retail. Leste USA is neither structured as a capital allocator nor described as a pension consultant; it does not identify as an active ESG investor and is not reported as a multi-state adviser. Filings indicate dual ownership characteristics (a domestic entity alongside an individual owner) and a classification listed as unclassified. The firm also has hands-on industry roles beyond advisory work: it functions as an adviser and sponsor and acts as a general partner/managing member of pooled investment vehicles, which suggests involvement in managing or sponsoring collective investment structures in addition to providing discretionary portfolio management.

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

    Chief Financial OfficerCRD 7087595

  • EMMANUEL HERMANN

    Founder and Chief Executive OfficerCRD 2687683

  • THAIS MONTEIRO

    Chief Legal OfficerCRD 7956138

Unlock 2 more executives

Contacts

1 of 1
  • 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