|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Landseer Advisors LLC
✚
|
|
|---|---|
| CRD # | 309937 |
| SEC # | 801-119282 |
| CIK # | |
| AUM | $403.5 M (2025-03-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 212-457-0902 |
| Address | 353 Nassau Street Princeton, NJ 08540 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 403.5 |
| (h) Charitable organizations | 7 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 403.5 |
| By Discretionary | ||
| Discretionary | 3 | 403.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 403.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.5 | |
| Total | 3 | 403.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCR Wealth Strategies LLC
✚
|
AL | 0.4 |
|
Syrios Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Murphy Middleton Hinkle & Parker Inc
✚
|
GA | 0.4 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.4 |
|
Arcataur Capital Management LLC
✚
|
WI | 0.4 |
|
RBA Wealth Management LLC
✚
|
CA | 0.4 |
|
Private Wealth Solutions LLC
✚
|
CA | 0.4 |
|
Robinson Smith Wealth Advisors LLC
✚
|
ME | 0.4 |
|
Headland Capital LLC
✚
|
SC | 0.4 |
|
Centered Wealth LLC
✚
|
TX | 0.4 |