RIA Intel›Advisers›Florida›LESTE CAPITAL PARTNERS (FLORIDA), LLC

LESTE CAPITAL PARTNERS (FLORIDA), LLC

Advisory

N·MIAMI, FL

Data as of Jul 8, 2026 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+6.8%

3-Year CAGR

+47.1%

Employees

15

Assets Under Management

Total AUM$1.6B

Discretionary AUM$667M

Non-Discretionary AUM$944M

Discretionary %41.4%

Total Clients56

Team

Total Employees15

Investment Advisers19

Employee Growth (1Y)-6.3%

Filing History

Total Filings on Record23

First FilingAug 14, 2019

Latest FilingJul 8, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LESTE CAPITAL PARTNERS (FLORIDA), LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.