Leste Capital Partners (Florida), LLC
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Learn more about Leste Capital Partners (Florida), LLC
Overview
Leste Capital Partners (Florida), LLC operates as a financial advisor company located in Miami, Florida. The company has $675.9 million in assets under management over 38 client accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 16 financial advisors. Leste Capital Partners (Florida), LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like options, equities and bonds.
Leste Capital Partners (Florida), LLC oversees more than half of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction judgments without needing to seek the client's consent. Leste Capital Partners (Florida), LLC also administers six non-discretionary accounts totaling $122.0 million in AUM. Leste Capital Partners (Florida), LLC's typical account size is $17.8 million. The average financial advisor at Leste Capital Partners (Florida), LLC administers around two client accounts, making it one of the most individualized financial advisor firms in the country.
The company's headquarters is located at 1450 Brickell Avenue, Miami, Florida 33131. The company is registered to serve customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Leste Capital Partners (Florida), LLC by the Numbers
$675.9 million
19
38
$17.8 million
Fee Structure
Financial management fees usually are based on which services are offered. However, fee types billed by the firm most likely include the following fee types: asset-based, performance-based or other. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Leste Capital Partners (Florida), LLC works with pooled investment vehicles and corporations. Out of its 38 customers, Leste Capital Partners (Florida), LLC's biggest client type by number of accounts is pooled investment vehicles. About 45% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Leste Capital Partners (Florida), LLC does not have any disclosures.
Please visit its Form ADV for more details.
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