Investment adviser · CRD 108543

LANDMARK EQUITY ADVISORS LLC

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

Regulatory AUM: $18.9B
Client accounts: 45
Employees: 65
Advisory professionals: 54

How this adviser has changed

Annual filings

Regulatory assets under management

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 year	Regulatory AUM	Employees	Filed
2021	$18,944,524,489	65	Mar 31, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Pooled investment vehicles	45	$18,944,524,489	100.0%

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

43 detailed 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.

LANDMARK PACIFIC PARTNERS II, L.P.Private Equity Fund · Master$102MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Landmark Pacific Partners II Offshore 21A, L.P.

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →

Custodian BANK OF AMERICA SIMSBURY, Connecticut, 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: 805-2510985003
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-401147

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.

LANDMARK - NYC FUND I, L.P.Private Equity Fund$67.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Landmark - NYC Fund I, L.P.

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 →

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: 805-6685798734
Reported beneficial owners: 6
Minimum commitment: $0
Form D file number: 021-191105

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.

LANDMARK TX ERS CO-INVESTMENT FUND I, L.P.Private Equity Fund$60.1MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Landmark TX ERS Co-Investment Fund I, L.P.

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →

Custodian BANK OF AMERICA SIMSBURY, Connecticut, 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: 805-5786943136
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-225595

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.

LANDMARK EQUITY PARTNERS XIII, L.P.Private Equity Fund$50.7MGross 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 J.P. MORGAN SECURITIES LLC BOSTON, Massachusetts, 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: 805-3158105091
Reported beneficial owners: 85
Minimum commitment: $0
Form D file number: 021-84352

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.

LANDMARK PARTNERS 1907 FUND II, L.P.Private Equity Fund$48.8MGross asset value

Search Form D filings →

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →

Custodian BANK OF AMERICA SIMSBURY, Connecticut, 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: 805-7618141603
Reported beneficial owners: 2
Minimum commitment: $0

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.

PASSERO 18, L.P.Private Equity Fund$45.7MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Passero 18, L.P.

Fund administrator GP FUND SOLUTIONS LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →

Custodian FIRST REPUBLIC BANK 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: Yes
External marketing: No

ERNST & YOUNG
PCAOB 42

FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08

Fund details & source

Fund ID: 805-7287247730
Reported beneficial owners: 3
Minimum commitment: $0
Form D file number: 021-314465

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.

SPRING BRIDGE PARTNERS (LONGSHORE), LPPrivate Equity Fund$37.7MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Spring Bridge Partners (Longshore), L.P.

Fund administrator GP FUND SOLUTIONS LATHAM, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →

Custodian FIRST REPUBLIC BANK 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: Yes
External marketing: No

ERNST & YOUNG
PCAOB 42

Fund details & source

Fund ID: 805-8014585073
Reported beneficial owners: 6
Minimum commitment: $0
Form D file number: 021-372335

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.