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| Landmark Realty Advisors LLC
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|---|---|
| CRD # | 107304 |
| SEC # | 801-53304 |
| CIK # | |
| AUM | $6.9 BB (2022-08-23) |
| Employees | 31 (68% Investors, 10% Brokers) |
| Phone | 860-651-9760 |
| Address | Attn Antoinette Lazarus Simsbury, CT 06070-2429 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| RE | NCL Investments II LP Solely in Respect of ITS RE Overflow Series | 2020-03-27 | 49.3 | |
| RE | Landmark Real Estate Partners VIII Offshore Co-Investment Fund LP | [2018-03-29] | 50.0 | 70.8 |
| RE | Landmark Real Estate Partners VIII Offshore LP | [2017-03-31] | 876.3 | 368.3 |
| RE | Landmark Equity Fund VI | 2012-03-30 | 0.1 | |
| RE | Landmark Equity Partners VII LP | 2012-03-30 | 3.8 | |
| RE | Landmark Equity Trust VII | 2012-03-30 | 3.1 | |
| RE | Landmark Real Estate Partners IV LP | 2012-03-30 | 0.4 | |
| RE | Landmark Real Estate Partners VI CV II LP | 2012-03-30 | 18.9 | |
| RE | Landmark Real Estate Partners VI Offshore CV I LP | 2012-03-30 | 33.8 | |
| RE | Landmark Real Estate Trust IV | 2012-03-30 | 1.1 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 18 | 6.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 6.9 |
| By Discretionary | ||
| Discretionary | 15 | 6.3 |
| Non-Discretionary | 3 | 0.6 |
| Total | 18 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 6.8 | |
| Total | 18 | 6.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Timothy Haviland | 74 | |||
| Francisco Borges | 72 | |||
| Chad Alfeld | 69 | |||
| Tina St Pierre | 69 | |||
| Matthew Jill | 50 | |||
| R Mehlman | 19 | |||
| James Sunday | 26 | |||
| Robert Dombi | 18 | |||
| Paul Mehlman | 13 | |||
| Michelle Creed | 10 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Landmark Equity Advisors LLC
✚
|
CT | 18.9 |
|
Landmark Realty Advisors LLC
✚
|
CT | 6.9 |
|
Landmark Partners LLC
✚
|
CT | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
FPA Real Estate Advisers Group LLC
✚
|
CA | 7.9 |
|
Bain Capital Real Estate LP
✚
|
MA | 7.8 |
|
Artemis Real Estate Partners LLC
✚
|
MD | 7.7 |
|
IPI Partners LLC
✚
|
IL | 7.7 |
|
Banner Oak Capital Partners LP
✚
|
TX | 7.2 |
|
Asana Partners LP
✚
|
NC | 6.9 |
|
Cabot Properties LP
✚
|
MA | 6.8 |
|
Elmtree Funds LLC
✚
|
MO | 6.6 |
|
Manulife Investment Management Timberland and Agriculture Inc
✚
|
MA | 6.1 |
|
Cortland Investment Management LLC
✚
|
GA | 6.0 |