Form D · Private Equity Fund

Landmark Real Estate Partners IX, L.P.

Simsbury, CT · CIK 0001894769

Offering snapshot reported Dec 15, 2022 · SEC filing

Reported sold
$1.43B
Indefinite offering
Investors reported
28
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Dec 24, 2021
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported investors0 → 28

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 15, 2022Amendment$1,427,750,000No comparison28SEC filing
Dec 17, 2021InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-425652
Placement agent fees to be paid based upon a fee schedule. Such fees may be offset against the management fees payable by the Issuer.

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
Ares Management Capital Markets LLC166219
Larrain Vial, Investment Inc.None
Monument Group (HK) Ltd.None
Mirae Asset Daewoo Co., Ltd.None

Source: Form D, filed Dec 15, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

Each card uses that adviser's latest imported filing. Filing dates can differ; these disclosures do not confirm a current relationship.

Matched by reported Form D file number

LANDMARK REAL ESTATE PARTNERS IX, L.P.

Investment adviser: ARES MANAGEMENT LLC

Gross asset value
$3.21B
Beneficial owners
73
ADV minimum commitment
$0

Reported in Form ADV on Aug 26, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →
Custodian BANK OF AMERICA TAMPA, Florida, United States Related to adviser: No Other funds reporting this name →
Custodian JP MORGAN NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Marketer ARES MANAGEMENT CAPITAL MARKETS LLC CULVER CITY, California, United States Related to adviser: Yes Other funds reporting this name →
Marketer FIDANTE PARTNERS LIMITED SYDNEY, Australia Related to adviser: No Other funds reporting this name →
Marketer LARRAINVIAL SECURITIES US LLC BOGATA, Colombia 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 MANAGEMENT CAPITAL MARKETS LLC
CRD 166219 · SEC 8-69194

LARRAINVIAL SECURITIES US LLC
CRD 152424 · SEC 8-68452

Fund asset history · 4 annual observations Gross asset value by annual ADV filing$0$1.61B$3.21BFY 2022: $1,493,375,878.00FY 2022FY 2023: $2,513,845,380.00FY 2023FY 2024: $2,700,372,633.00FY 2024FY 2025: $3,214,394,643.00FY 2025

Scroll to see all columns →

Fiscal yearGross assetsBeneficial ownersADV filed
2022$1,493,375,87843Mar 31, 2023
2023$2,513,845,38043Mar 28, 2024
2024$2,700,372,63373Mar 31, 2025
2025$3,214,394,64373Mar 27, 2026
Filing source

Form ADV 2127751 · Aug 26, 2026 · Schedule D 7.B.(1), fund 805-6760531875

Reported by ARES MANAGEMENT LLC (CRD 130074).

Other-Than Anual Amendment For Registered Adviser.

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.

Matched by reported Form D file number

LANDMARK REAL ESTATE PARTNERS IX, L.P.

Investment adviser: LANDMARK REALTY ADVISORS LLC

Gross asset value
$393M
Beneficial owners
12
ADV minimum commitment
$0

Reported in Form ADV on Aug 23, 2022. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor ERNST & YOUNG LOS ANGELES, California, United States Other funds reporting this name →
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →
Marketer FIDANTE PARTNERS LIMITED SYDNEY, Australia Related to adviser: No Other funds reporting this name →
Marketer LARRAINVIAL SECURITIES US LLC BOGOTA, Colombia Related to adviser: No Other funds reporting this name →
Marketer MIRAE ASSET SECURITIES (USA) INC. SEOUL, Korea, South Related to adviser: No Other funds reporting this name →
Marketer MONUMENT GROUP, INC. 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
Yes

ERNST & YOUNG
PCAOB 42

LARRAINVIAL SECURITIES US LLC
CRD 152424 · SEC 8-68452

MIRAE ASSET SECURITIES (USA) INC.
CRD 30679

MONUMENT GROUP, INC.
CRD 36399 · SEC 8-47248

Fund asset history · 1 annual observations Gross asset value by annual ADV filing$0$196M$393MFY 2021: $392,929,293.00FY 2021

Scroll to see all columns →

Fiscal yearGross assetsBeneficial ownersADV filed
2021$392,929,29312Mar 31, 2022
Filing source

Form ADV 1669857 · Aug 23, 2022 · Schedule D 7.B.(1), fund 805-6760531875

Reported by LANDMARK REALTY ADVISORS LLC (CRD 107304).

Other-Than Anual Amendment For Registered Adviser.

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.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Chad S. Alfeld Executive
Francisco L. Borges Executive
Michelle Creed Executive
Timothy L. Haviland Executive
Matthew Jill Executive
Paul R. Mehlman Executive
Tina St. Pierre Executive
James J. Sunday Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
10 Mill Pond Lane
Simsbury, CT, 06070
Phone: 860-651-9760