Felipe
Castro-Rodriguez

Leucadia Asset Management LLC

CRD#6651361
Investment Advisor
in New York, NY

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About this Advisor

Felipe Castro-Rodriguez is a financial advisor based in New York, New York, working with Leucadia Asset Management LLC. Felipe has previously held positions at Jefferies LLC, Activalores Casa De Bolsa, Santander Private Banking, Interaudi Bank, Cni Financial Advisors Latin America, Citibank, Aservin Export, Suffolk University, and the University of Miami. Felipe has passed the Series 66 regulatory exam and is registered to provide services in Florida and New York. Currently, Felipe is part of Leucadia Asset Management LLC, which operates out of New York, New York. The firm has 5 offices and 49 employees. The firm manages assets totaling $3.5 billion and offers services including portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Leucadia Asset Management LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

520 Madison Avenue
New York, NY 10022-4213

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Leucadia Asset Management LLC Brokerage Details

Total Assets Under Management

$3,493,864,506

NY Average: $7,464,549,021
Total Number of Employees

49

NY Average: 88
Total Number of Accounts

16

NY Average: 3,892
Average Account Size

$218,366,532

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Felipe Castro-Rodriguez Work History

2019 - Present (5 years)

Jefferies LLC

2019 - Present (5 years)

Aservin Export

2018 - 2019 (1 year)

Activalores Casa De Bolsa

2017 - 2018 (1 year)

Santander Private Banking

2016 - 2016 (< 1 year)

Interaudi Bank

2016 - 2016 (< 1 year)

University Of Miami

2015 - 2015 (< 1 year)

Cni Financil Advisors Latin America

2015 - 2015 (< 1 year)

University Of Miami

2015 - 2016 (1 year)

University Of Miami

2014 - 2014 (< 1 year)

Citibank

2014 - 2014 (< 1 year)

Suffolk University

Disclosures

Please visit the SEC profile of Felipe Castro-Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Leucadia Asset Management LLC

Eric Sprung
New York, NY
Kyle Mckenzie
San Francisco, CA
Ekaterina Vlasovskaya
New York, NY
Grant Smith
New York, NY
Robert Ivey
New York, NY
Nicholas Pagonis
New York, NY
Chelsea Taylor
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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