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| Landmark Equity Advisors LLC
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|---|---|
| CRD # | 108543 |
| SEC # | 801-55668 |
| CIK # | |
| AUM | |
| Employees | 65 (83% Investors, 5% Brokers) |
| Phone | 860-651-9760 |
| Address | Attn Antoinette Lazarus Simsbury, CT 06070-2429 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 45 | 18.9 |
| (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 | 45 | 18.9 |
| By Discretionary | ||
| Discretionary | 41 | 17.9 |
| Non-Discretionary | 4 | 1.0 |
| Total | 45 | 18.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 18.2 | |
| Total | 45 | 18.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Ian Charles | 95 | |||
| Francisco Borges | 86 | |||
| Tina St Pierre | 78 | |||
| Timothy Haviland | 74 | |||
| Chad Alfeld | 69 | |||
| Barry Miller | 59 | |||
| R Mehlman | 19 | |||
| James McConnell | 35 | |||
| Robert Shanfield | 32 | |||
| Kathryn Regan | 15 | |||
| View All | ||||
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Landmark Equity Advisors LLC
✚
|
CT | 0.0 |
|
Landmark Partners LLC
✚
|
CT | 0.0 |
|
Landmark Realty Advisors LLC
✚
|
CT | 0.0 |