Landmark Advisers Inc

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Landmark Advisers Inc
CRD #107278
SEC #801-40257
CIK #
AUM
Employees 101 (55% Investors, 0% Brokers)
Fees
Minimum
Phone860-651-9760
AddressAttn Antoinette Lazarus
Simsbury, CT 06070-2429
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
110088066044022002001200920172025
Fees and Compensation — Form ADV Part 2A (3/1/2018) [Brochure]
Item 5 - Fees and Compensation

Advisory Fees, Withdrawals and Termination

The fund we advise has reached the end of its extension period and the general partner is
proceeding with an orderly liquidation.

Generally, withdrawals from the fund are not permitted; however, investors subject to ERISA and
governmental plans may have a limited right to withdraw from the fund if continued participation
by those investors would violate ERISA or applicable law or the investors’ internal policies.

                                                                                         4|Page

Upon termination of a fund or account, any prepaid, unearned advisory fees will be refunded.
Currently, there are no advisory fees being charged.
Account Minimums and Types of Clients — Form ADV Part 2A (3/1/2018) [Brochure]
Item 7 - Types of Clients

Our primary client is the fund. Investors in the fund may include pension and profit sharing plans
and other institutional investors such as endowments, foundations, insurance companies and
banks, as well as high net worth individuals.

                                                                                         5|Page
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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