Landmark Realty Advisors LLC

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Assets, Funds, Holdings

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Landmark Realty Advisors LLC
CRD #107304
SEC #801-53304
CIK #0001936907
AUM
Employees 31 (68% Investors, 10% Brokers)
Phone860-651-9760
AddressAttn Antoinette Lazarus
Simsbury, CT 06070-2429
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
7.56.04.53.01.50.01999200720152024
Sector Form 13F Holdings Value ($B)
Savers Value Village Inc 3.2
Frontier Communications Corp 0.7
Albertsons Companies Inc 0.2
California Resources Corp 0.1
Clear Channel Outdoor Holdings Inc 0.1
Apollo Strategic Growth Capital 0.1
Ares Capital Corp 0.0
Barings BDC Inc 0.0
PennantPark Investment Corp 0.0
Golub Capital BDC Inc 0.0
View All
Holdings by Sector ($B)
5.04.03.02.01.00.02012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
RE NCL Investments II LP Solely in Respect of ITS RE Overflow Series 2020-03-27 49.3
RE Landmark Real Estate Partners VIII Offshore Co-Investment Fund LP [2018-03-29] 50.0 70.8
RE Landmark Real Estate Partners VIII Offshore LP [2017-03-31] 876.3 368.3
RE Landmark Equity Fund VI 2012-03-30 0.1
RE Landmark Equity Partners VII LP 2012-03-30 3.8
RE Landmark Equity Trust VII 2012-03-30 3.1
RE Landmark Real Estate Partners IV LP 2012-03-30 0.4
RE Landmark Real Estate Partners VI CV II LP 2012-03-30 18.9
RE Landmark Real Estate Partners VI Offshore CV I LP 2012-03-30 33.8
RE Landmark Real Estate Trust IV 2012-03-30 1.1
View All
AUM Breakdown Accounts AUM ($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 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 - 2025
Matthew Jill 120
Francisco Borges 86
Tina St Pierre 78
Timothy Haviland 74
Chad Alfeld 69
R Mehlman 19
James Sunday 32
Michelle Creed 20
Robert Dombi 18
Paul Mehlman 16
View All
EDGAR Form CIK 2011 - 2025
13F-NT [0001936907]
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
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