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L•••• U••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

L•••• U••• L••

CRD 301289

MIAMI, FL

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Search this name across graphsid dfx:ria:2100dea0-53f6-df46-298a-b9f52e053dad

Data as of Jun 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 18
On other graphs: 1
Observed: Jul 19, 2019 to Jun 5, 2026
17 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

L•••• U••• L••

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $126MItem 5.F on the latest filing (2026-06-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $126M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
F•••• F••••••	n/a	MIAMI, FL	0	10	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
L•••• E••••••• O••••••••• F••••• F••• L••	Hedge Fund	$9.3M	Mar 5, 2023	7	Mar 31, 2022	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••• A•••••• C••••	CHIEF OPERATING OFFICER, MANAGINGPARTNER, CHIEF EXECUTIVE OFFICER	Na	yes	03/2023	Jun 16, 2023	Jul 25, 2024
H••••••• E••••••• R•••	CHIEF EXECUTIVE OFFICER	Na	yes	03/2019	Jul 19, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••• C•••••• P••••••• L••	n/a	Asset manager	$5.3B	N	yes	n/a
L•••• C•••••• P••••••• ••••••••• L••	n/a	Asset manager	$1.6B	Y	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$126M	$121M	3.9%	$172M	-9.9%	12	12	1	1

Relationships

Affiliated with (8)

← A•••• C•••••• P••••••• L••Registered adviserother investment adviser, broker-dealer, common control
factForm ADV
← L•••• C•••••• P••••••• ••••••••• L••Registered adviserother investment adviser, control, common control
factForm ADV
→ L•••• C•••••• P••••••• ••••••••• L••Registered adviserother investment adviser, control, common control
factForm ADV
→ A•••• C•••••• P••••••• L••Registered adviser

Dated events

Occurred
Jul 25, 2024
Control person joined
Helena Thais Monteiro (Chief Legal Officer) appeared on Schedule A of L•••• U••• L••
Form ADVobserved 7 days ago
Occurred
Jul 25, 2024
Control person left
Taina Hutten Camargo (Chief Legal Officer) no longer on Schedule A of L•••• U••• L•• (listed 2024-04-09, absent 2024-07-25)
Form ADVobserved 7 days ago
Occurred
Jun 20, 2024
Advisor changed firm
Fernanda Da Silva Oliveira left L•••• U••• L•• for A•••• C•••••• P••••••• L•• (registered 2026-01-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2100dea0-53f6-df46-298a-b9f52e053dad
First observed: Jul 19, 2019
Last observed: Jun 5, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.