Landmark Equity Advisors LLC (Simsbury)

Landmark Equity Advisors provides portfolio management for pooled investment vehicles and fund of funds, fund of one. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Landmark Equity Advisors: assets under management

The assets under management (AUM) of Landmark Equity Advisors LLC is $13.74 billion. The firm's AUM has grown by 918% since the beginning of its operation, and $2.49 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $13.37 billion in discretionary accounts and $374.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.87 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $187.45 million.

Landmark Equity Advisors has custody of $13.74 billion in cash and securities for 37 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Landmark Equity Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Landmark Equity Advisors serves?

The only and largest group of clients of Landmark Equity Advisors is pooled investment vehicles with 37 clients and $13.74 billion of assets under management. Among the 5 most similar advisory firms, Landmark Equity Advisors has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $13.74 billion for 37 clients. 24% of the firm’s clients are foreign persons or businesses.

Landmark Equity Advisors also advises several private funds. Namely, three other private funds and thirty one private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Landmark Equity Advisors LLC

The company employs 113 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 27 indirect owners.

Based in Simsbury

The principal office where Landmark Equity Advisors LLC performs its advisory services is located at Attn: Antoinette Lazarus, Simsbury, CT 06070 2429, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-651-9760 or by fax 860-651-8890. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at landmarkpartners.com and its LinkedIn profile.

Registered investment advisers similar to Landmark Equity Advisors LLC

• J.P. Morgan Institutional Investments
• John A. Levin & Co.
• Lee Overlay Partners
• Yacktman Asset Management
• Allianz Global Investors Managed Accounts
• Abn Amro Asset Management (Usa)
• Summit Rock Advisors
• Csfb Alternative Capital
• Tprv Capital
• Capital Strategies Investment Group
• Rafferty Asset Management
• Msi Financial Services
• Metlife Securities
• Rcm Asia Pacific Limited
• Wells Fargo Investments