Investment adviser · CRD 108543

LANDMARK EQUITY ADVISORS LLC

SIMSBURY, CT, United States · Form ADV filed Mar 31, 2022

Regulatory AUM
$18.9B
Form ADV · Item 5.F
Client accounts
45
Accounts, not individual clients
Employees
65
Reported in this filing
Advisory professionals
54
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$9.47B$18.9BFY 2021: $18,944,524,489.00FY 2021

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$18,944,524,48965Mar 31, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles45$18,944,524,489100.0%
Filing source

Form ADV 1607520 · Mar 31, 2022 · Item 5.D

Reported by LANDMARK EQUITY ADVISORS LLC (CRD 108543).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Private funds & service providers

1 selected fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

View all funds in this filing

LANDMARK IAM GROWTH CAPITAL, L.P.Private Equity Fund$1.36MGross asset value
Search Form D filings →
Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →
Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No Other funds reporting this name →
Custodian MERRILL LYNCH WEALTH MANAGEMENT SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG
PCAOB 42

Fund details & source
Fund ID
805-3149613891
Reported beneficial owners
2
Minimum commitment
$0
Form D file number
021-57380

Form ADV 1607520 · Mar 31, 2022 · Schedule D 7.B.(1)

Reported by LANDMARK EQUITY ADVISORS LLC (CRD 108543).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

No comparable changes in the displayed metrics.

Filing source

Form ADV 1607520 · Mar 31, 2022 · Items 1 & 5

Reported by LANDMARK EQUITY ADVISORS LLC (CRD 108543).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$17.9B
Non-discretionary
$1.03B

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ATTN: ANTOINETTE LAZARUS, 10 MILL POND LANE
SIMSBURY, CT, 06070-2429, United States

CRD 108543

Filing source

Form ADV 1607520 · Mar 31, 2022 · Items 1 & 5

Reported by LANDMARK EQUITY ADVISORS LLC (CRD 108543).

Annual Updating Amendment for Registered Adviser · fiscal year 2021.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.