Leandro De Almeida
Advisor at Andbanc Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Andbanc Advisory LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Miami, FL 33131
Credentials
Series 66
Industry experience
3 years
Leandro De Almeida is a financial advisor at Andbanc Advisory LLC in Miami, FL, holding a Series 66 designation with three years of industry experience. He has served as CEO of Jatai Gestão de Recursos since 2018 and previously worked at Lynce Group Ltda. from 2011 to 2018. Outside of advisory work, he is a managing member of Lupita Investments LLC, a personal investment vehicle. Andbanc Advisory LLC provides discretionary and non-discretionary investment management and family wealth consulting to individual, high-net-worth, and institutional clients. The firm manages approximately $872 million across a team of ten advisors, employing an open-architecture investment approach that integrates fundamental, technical, and macro analysis tailored to client risk profiles.
Based on Andbanc Advisory LLC
Flat fee arrangements available for administrative services and negotiated advisory agreements
$0 - $500,000: 1.75% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $20,000,000: 0.75% $20,000,000 - $50,000,000: 0.60% $50,000,000+: 0.50%
Hourly charges may apply under certain arrangements, specifics not clearly stated
Performance fees ranging from 5% to 20%, individually negotiated, subject to High-Water Mark and minimum fixed fee
Account minimum: $1,000,000 Minimum fee: Minimum fee of $500.00 per quarter
201 S. Biscayne Blvd., Suite 1100
Miami, FL 33131
Florida
Jatai Gestao de Recursos de Terceiros Ltda.
2018 - Present (8 years)
Lynce Group Ltda.
2011 - 2018 (7 years)
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