SourcingSourcing

LESTE USA, LLC

B50
CRD 301289·SEC 801-117206·MIAMI, FL
AUM
$126.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$379K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LESTE USA, LLC
CRD
301289
SEC file #
801-117206
EIN
—
DBA names
—

Economics

AUM
$126.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$138.9M → $126.3M▼ -9%
Client mix
Corporations2

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
9 advisors → 7 advisors▼ -22%
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businesses
Fee basis
Fixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/lestegroup/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LESTE HOLDING, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
LESTE HOLDING, LLC
HERMANN, EMMANUEL ROSE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
HERMANN, EMMANUEL ROSE
Executive Officer · 2.5%
2687683
MONTEIRO, THAIS, HELENA
Executive Officer · 2.5%
7956138
JOSEPH ELIAS REIGADAS
Executive Officer · 2.5%
6279797
SOUZA, ALESSANDRA AUGUSTA, DE LIMA
Executive Officer · 2.5%
7087595
GANEM, MARCELO, CAMARAO
Executive Officer · 2.5%
7087598
Fabio Feitler
IAR
6991701