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.

GP FUND SOLUTIONS

Fund administrator · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

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 EQUITY PARTNERS XVI L.P.Private Equity Fund · Master$6.75BGross asset value

Form D fundraising filings

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

LANDMARK EQUITY PARTNERS XVI, 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 →

Custodian MERRILL LYNCH WEALTH MANAGEMENT SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Marketer ICAPITAL ALTERNATIVE INVESTMENTS, LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer KB INVESTMENT & SECURITIES CO., LTD. YEOUIDO-DONG, Korea, South Related to adviser: No Other funds reporting this name →

Marketer LARRAINVIAL SECURITIES US LLC LAS CONDES, SANTIAGO, Chile Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

ERNST & YOUNG
PCAOB 42

ICAPITAL ALTERNATIVE INVESTMENTS, LLC
CRD 105067

LARRAINVIAL SECURITIES US LLC
CRD 152424 · SEC 8-68452

Fund details & source

Fund ID: 805-7930555805
Reported beneficial owners: 215
Minimum commitment: $10M
Form D file number: 021-276611

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 XV, L.P.Private Equity Fund · Master$2.3BGross asset value

Form D fundraising filings

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

Landmark Equity Partners XV, 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 →

Custodian MERRILL LYNCH WEALTH MANAGEMENT SAN FRANCISCO, California, United States Related to adviser: No Other funds reporting this name →

Marketer BANCO PENTA LAS CONDES, SANTIAGO, Chile Related to adviser: No Other funds reporting this name →

Marketer BENDIGO SECURITIES, LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer CREDIT SUISSE SECURITIES (USA) LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

ERNST & YOUNG
PCAOB 42

BENDIGO SECURITIES, LLC
CRD 152529 · SEC 8-68462

CREDIT SUISSE SECURITIES (USA) LLC
CRD 816 · SEC 801-56264

Fund details & source

Fund ID: 805-8069227306
Reported beneficial owners: 256
Minimum commitment: $10M
Form D file number: 021-191102

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 INFRASTRUCTURE PARTNERS II, L.P.Other Private Fund · Master$870MGross asset value

Form D fundraising filings

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

LANDMARK INFRASTRUCTURE PARTNERS II, L.P.

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

Custodian SILICON VALLEY BANK BOSTON, Massachusetts, United States Related to adviser: No Other funds reporting this name →

Marketer CAPITAL GATEWAY SECURITIES INVESTMENT CONSULTING ENTERPRISE TAIWAN, China Related to adviser: No Other funds reporting this name →

Marketer GREENSTONE PLACEMENT MANAGEMENT FZ-LLC DUBAI, United Arab Emirates Related to adviser: No Other funds reporting this name →

Marketer KB SECURITIES CO., LTD SEOUL, Korea, South Related to adviser: No Other funds reporting this name →

Marketer MVISION PRIVATE EQUITY ADVISERS USA LLC LONDON, United Kingdom Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

ERNST & YOUNG
PCAOB 42

MVISION PRIVATE EQUITY ADVISERS USA LLC
CRD 122242 · SEC 8-65479

Fund details & source

Fund ID: 805-9825042181
Reported beneficial owners: 34
Minimum commitment: $10M
Form D file number: 021-332274

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.

NCL INVESTMENTS II - OUTSIDE OPPORTUNITIES SERIES APrivate Equity Fund$833MGross asset value

Form D fundraising filings

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

NCL INVESTMENTS II, L.P.

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

Custodian SILICON VALLEY BANK BOSTON, Massachusetts, 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: 805-8314409548
Reported beneficial owners: 1
Minimum commitment: $0
Form D file number: 021-308638

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 XVI CO-INVESTMENT FUND, L.P.Private Equity Fund · Master$652MGross asset value

Form D fundraising filings

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

LANDMARK EQUITY PARTNERS XVI CO-INVESTMENT FUND, 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 →

Marketer ICAPITAL ALTERNATIVE INVESTMENTS, LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer KB INVESTMENT & SECURITIES CO., LTD. YEOUIDO-DONG, Korea, South Related to adviser: No Other funds reporting this name →

Marketer LARRAINVIAL SECURITIES US LLC LAS CONDES, SANTIAGO, Chile Related to adviser: No Other funds reporting this name →

Marketer MVISION PRIVATE EQUITY ADVISERS USA LLC NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

ERNST & YOUNG
PCAOB 42

ICAPITAL ALTERNATIVE INVESTMENTS, LLC
CRD 105067

LARRAINVIAL SECURITIES US LLC
CRD 152424 · SEC 8-68452

MVISION PRIVATE EQUITY ADVISERS USA LLC
CRD 122242 · SEC 8-65479

Fund details & source

Fund ID: 805-6914807984
Reported beneficial owners: 2
Minimum commitment: $0
Form D file number: 021-281591

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 XVII, L.P.Private Equity Fund · Master$586MGross asset value

Form D fundraising filings

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

LANDMARK EQUITY PARTNERS XVII, 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 →

Custodian CITIBANK NA NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →

Marketer ARES INVESTOR SERVICES LLC CULVER CITY, California, United States Related to adviser: Yes Other funds reporting this name →

Marketer CAPITAL GATEWAY SECURITIES CONSULTING ENTERPRISE TAIWAN, China Related to adviser: No Other funds reporting this name →

Marketer FIDANTE PARTNERS LIMITED SYDNEY, Australia Related to adviser: No Other funds reporting this name →

See filing for more → Showing the first 6 providers by role and name. IAPD may show a newer filing.

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: Yes

ERNST & YOUNG
PCAOB 42

ARES INVESTOR SERVICES LLC
CRD 166219 · SEC 8-69194

Fund details & source

Fund ID: 805-6163391888
Reported beneficial owners: 31
Minimum commitment: $10M
Form D file number: 021-372227

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.

NCL INVESTMENTS III, L.P. OUTSIDE OPPORTUNITIES SERIES APrivate Equity Fund$499MGross asset value

Search Form D filings →

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

Custodian SILICON VALLEY BANK BOSTON, Massachusetts, 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: 805-2784757879
Reported beneficial owners: 1
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.

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.