Landmark Advisers Inc

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Assets, Funds, Holdings

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Landmark Advisers Inc
CRD #107278
SEC #801-40257
CIK #
AUM
Employees 101 (55% Investors, 0% Brokers)
Phone860-651-9760
AddressAttn Antoinette Lazarus
Simsbury, CT 06070-2429
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
110088066044022002001200920172025
Type Form D Funds Date Sold AUM
PE Landmark Equity Partners III LP 2012-03-30 3.8 M
PE Landmark Equity Partners II LP 2012-03-30 0.6 M
PE Landmark Equity Partners IV LP 2012-03-30 1.7 M
PE Landmark Equity Partners V LP 2012-03-30 4.3 M
PE Landmark Mezzanine Partners LP 2012-03-30 1.4 M
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 7.9
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 7.9
By Discretionary
Discretionary 1 7.9
Non-Discretionary 0 0.0
Total 1 7.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 7.9
Total 1 7.9
Firm Profile (Form ADV)
Discretionary AUM$1.1B
ServesInstitutional
Fund TypesPrivate Equity
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