Leste Credit Gestao De Recursos Ltda. (Miami)

Leste Credit Gestao De Recursos Ltda provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Leste Credit Gestao De Recursos Ltda: assets under management

The assets under management (AUM) of Leste Credit Gestao De Recursos Ltda. is $51.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $51.45 million of the total AUM is attributable to clients outside of the United States.

The firm manages $51.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.35 million each.

Leste Credit Gestao De Recursos Ltda has custody of $51.45 million in cash and securities for 7 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leste Credit Gestao De Recursos Ltda. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Leste Credit Gestao De Recursos Ltda serves?

The only and largest group of clients of Leste Credit Gestao De Recursos Ltda is pooled investment vehicles with 7 clients and $51.45 million of assets under management. Among the 3 most similar advisory firms, Leste Credit Gestao De Recursos Ltda has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $51.45 million for 7 clients. 100% of the firm’s clients are foreign persons or businesses.

Leste Credit Gestao De Recursos Ltda doesn't advise any private funds.

Careers at Leste Credit Gestao De Recursos Ltda.

The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Carlos Alberto Lustre Filho joined the executive team most recently as the Chief Comercial Officer.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 3 indirect owners.

Based in Miami

The principal office where Leste Credit Gestao De Recursos Ltda. performs its advisory services is located at 1395 Brickell Ave., Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-924-1314. The normal business hours are 9am-5:30pm on Monday - Friday. You can find more information about the New York firm at leste.com/.

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