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 filingsRegulatory 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.
| Fiscal year | Regulatory AUM | Employees | Filed |
|---|---|---|---|
| 2021 | $18,944,524,489 | 65 | Mar 31, 2022 |
Who they report serving
Form ADV · Item 5.DClient 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
1 selected fund recordsLargest 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 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.
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.
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 LANESIMSBURY, 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.