Landmark Advisors LLC

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Assets, Funds, Holdings

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Landmark Advisors LLC
CRD #138142
SEC #801-65531
CIK #0001641440
AUM
Employees
Fees
Minimum
Phone212-243-1600
Address408 W 14th Street, 2nd Floor
New York, NY 10014
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
60048036024012002006201320202027
Sector Form 13F Holdings Value ($M)
US Bancorp de 11.5
Apple Inc 5.5
J P Morgan Chase & Co 3.5
Microsoft Corp 3.3
Cincinnati Financial Corp 1.8
 
 
 
 
 
 
Holdings by Sector ($M)
3002401801206002014201720212025
Type Form D Funds Date Sold AUM
Other Globalist Value Strategies LP 2012-03-19 3.7 M
Other Globalist Value Strategies Ltd 2012-03-19 25.3 M
Other Landmark Protection Fund LLC [2012-03-19] 25.2 M 3.6 M
Filed 2011-06-08 (D/A) · Exemption 506, 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
Other Landmark PS LLC 2012-03-19 0.6 M
Other Landmark PS Ltd 2012-03-19 6.1 M
Other Landmark Real Assets Fund LP 2012-03-19 55.3 M
Other Landmark Select Master Fund Ltd 2012-03-19 4.9 M
Other Landmark Value Strategies LLC - Series A 2012-03-19 1.9 M
Other Landmark Value Strategies Ltd 2012-03-19 15.0 M
Other Landmark Value Strategies QP LLC 2012-03-19 10.0 M
AUM Breakdown Accounts AUM ($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 0 0.0
(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 11 262.9
By Discretionary
Discretionary 11 262.9
Non-Discretionary 0 0.0
Total 11 262.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 262.9
Total 11 262.9
Form D Directors Role # Filings # Firms 2011 - 2026
Landmark Investors LLC Executive Officer 8 2
EDGAR Form CIK 2011 - 2026
13F-HR [0001641440]
Firm Profile (Form ADV)
ServesInstitutional, Retail
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tony@aum13f.com