LANDSEER ADVISORS LLC
Adviser information for LANDSEER ADVISORS LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $370.6M |
| Non-Discretionary | 0 | $0 |
| Total | 3 | $370.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $0 |
| Pension and profit sharing plans | 3 | $370.6M |
| Charitable organizations | 7 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 16 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-119282 |
|---|---|
| SEC ERA File Number | 801-119282 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309937 |
| Legal Entity Identifier | None |
Principal Office
353 NASSAU STREETFLOOR 2
PRINCETON
NJ
United States
Monday - Friday, 9AM-6PM
Tel: 212-457-0902, Fax: None
Chief Compliance Officer
ALAN FEDER
CFO
353 NASSAU STREET
FLOOR 2
PRINCETON
NJ
United States
Tel:
212-457-0902
A*****@**************M
(Full email address available in API data)
Industry Affiliates
| LANDSEER INVESTMENTS 2020 GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| LANDSEER INVESTMENTS 2021 GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| LANDSEER SPECIAL OPPORTUNITIES I GP LLC | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AMEEN, SCOTT, CASH | Individual | – | MANAGING DIRECTOR | 06/2018 | < 5% |
| CRAVER, DANA, ELIZABETH | Individual | – | MEMBER | 10/2013 | 25-50% |
| Boyum, David, A | Individual | – | MANAGING MEMBER | 10/2013 | 50-75% |
| FEDER, ALAN | Individual | – | CFO AND CCO | 07/2020 | < 5% |