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Lagrande Global LLC

Lagrande Global LLC. CRD 170479

Lagrande Global LLC logo

CRD: 170479

Lagrande Global LLC

Dallas, TX, 75034
2144447995
$69.6M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
JP Morgan
Clients
Retail and Institutional
Platforms
Insight
Established Date
10-01-2014
Office Locations
1

Office Locations

1808 S Good Latimer Expy, Suite 102 Dallas TX

About Lagrande Global LLC

LaGrande Global is a Latin America-focused investment and advisory firm (founded 2013) with headquarters in Bogota and Dallas. It provides investment consulting and due diligence to help investors evaluate opportunities and risks, and manages funds targeting Latin American themes including critical resources and technology. The firm also advises businesses and governments on market entry/expansion and supports high-skilled nearshoring and operating setup across the region.

Team overview

-- AVG AGE
$69.6M AVG AUM / ADVISOR
$69.6M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Beacon pathway Focus eagle Momentum foundation North Atlas Vertex Capital unison Frontier momentum

Client Personas

Quantum

Custodian

Focus Bridge Frontier

Investment Themes

Radial Crest Bridge

Investment Vehicles

Atlas Foundation

Services

Glacier catalyst Element Pioneer Eagle Quantum

Technology

Vital

Owner & Executives

S

SHAWN CHRISOPHER HINER-LEAMON

Managing Partner

CRD
#5708398
Ownership
75% or more
(233) 581-8634
timber.momentum@catalystcapital.com
in linkedin.com/in/quantum-value

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,300,000 --
Non-Discretionary $68,300,000 --
Total $69,600,000 --

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Separately Managed Accounts

Total SMA Asset: $68,300,000

$68.3M Total SMA
Cash:
21.3%
Equity - OTC:
16.1%
Municipal Bonds:
4.8%
Private Funds:
15.0%
Public Funds:
10.7%
Corporate - Investment Grade:
11.7%
Equity - Exchange:
13.2%
U.S. Government/Agency:
7.2%
Asset class Assets Assets %
Cash $1,261,587,128 21.3%
Equity - OTC $953,594,026 16.1%
Municipal Bonds $284,301,325 4.8%
Private Funds $888,441,639 15.0%
Public Funds $633,755,036 10.7%
Corporate - Investment Grade $692,984,479 11.7%
Equity - Exchange $781,828,643 13.2%
U.S. Government/Agency $426,451,986 7.2%
Total $5,922,944,262 100.0%

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