Investment adviser · CRD 107278

LANDMARK ADVISERS INC

Investment adviser filing (IA)

SIMSBURY, CT, United States · Form ADV filed Jul 26, 2018

Regulatory AUM: $7.86M
Client accounts: 1
Employees: 101
Advisory professionals: 56

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	1	$7,861,532	100.0%

Filing source

Form ADV 1229164 · Jul 26, 2018 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LANDMARK EQUITY PARTNERS V L.P.Private Equity Fund · Last reported Jul 26, 2018$4.34MGross asset value

Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No

Custodian DEUTSCHE BANK ALEX BROWN SAN FRANCISCO, California, United States Related to adviser: No

Marketer BENEDETTO GARTLAND & GREEN NY, New York, United States Related to adviser: No

Provider details

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

PRICEWATERHOUSECOOPERS
PCAOB 238

Fund details & source

Fund ID: 805-7176439025
Reported beneficial owners: 34
Minimum commitment: $0
Form D file number: 021-999999999

Form ADV 1229164 · Jul 26, 2018 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LANDMARK EQUITY PARTNERS III, L.P.Private Equity Fund · Last reported Aug 22, 2014$1.96MGross asset value

Auditor PRICEWATERHOUSECOOPERS HARTFORD, Connecticut, United States

Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No

Custodian CREDIT SUISSE SECURITIES (USA) LLC BOSTON, Massachusetts, United States Related to adviser: No

Marketer BENEDETTO GARTLAND & GREEN NY, New York, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-2443363406
Reported beneficial owners: 56
Minimum commitment: $0
Form D file number: 021-999999999

Form ADV 840699 · Aug 22, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LANDMARK EQUITY PARTNERS IV, L.P.Private Equity Fund · Last reported Sep 27, 2016$1.7MGross asset value

Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No

Custodian DEUTSCHE BANK ALEX BROWN SAN FRANCISCO, California, United States Related to adviser: No

Marketer BENETTO, GARTLAND & GREEN NY, New York, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-5423511283
Reported beneficial owners: 46
Minimum commitment: $0
Form D file number: 021-999999999

Form ADV 1037959 · Sep 27, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LANDMARK MEZZANINE PARTNERS, L.P.Private Equity Fund · Last reported Aug 2, 2017$1.41MGross asset value

Auditor PRICEWATERHOUSECOOPERS BOSTON, Massachusetts, United States

Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-1915613920
Reported beneficial owners: 1
Minimum commitment: $0
Form D file number: 021-999999999

Form ADV 1126780 · Aug 2, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LANDMARK EQUITY PARTNERS II, L.P.Private Equity Fund · Last reported Aug 22, 2014$67.1KGross asset value

Auditor PRICEWATERHOUSECOOPERS HARTFORD, Connecticut, United States

Custodian BANK OF AMERICA HARTFORD, Connecticut, United States Related to adviser: No

Custodian DEUTSCHE BANK ALEX BROWN SAN FRANCISCO, California, United States Related to adviser: No

Provider details

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

Fund details & source

Fund ID: 805-8053126314
Reported beneficial owners: 29
Minimum commitment: $0
Form D file number: 021-999999999

Form ADV 840699 · Aug 22, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 26, 2018. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

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

CRD 107278

Filing source

Form ADV 1229164 · Jul 26, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.