LANDMARK INVESTMENT PARTNERS, L.P.

Adviser information for LANDMARK INVESTMENT PARTNERS, L.P. last updated from Form ADV on January 17th, 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 4
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 No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $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 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-129515
SEC ERA File Number 801-129515
SEC CIK Numbers None
SEC CRD Numbers 329543
Legal Entity Identifier None

Principal Office

515 NORTH FLAGLER DRIVE
SUITE 260
WEST PALM BEACH
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 949-648-4878, Fax: None

Chief Compliance Officer

MARC ORTIZ
CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICE
515 NORTH FLAGLER DRIVE
SUITE 260
WEST PALM BEACH
FL
United States
Tel: 562-458-6869
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
FRANKEL, STEVEN, LOUIS Individual MANAGING PARTNER 08/2023 > 75%
ORTIZ, MARC, JOSEPH Individual CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER 12/2023 < 5%
LANDMARK INVESTMENT PARTNERS LLC Domestic Entity GENERAL PARTNER 08/2023 < 5%
FRANKEL, STEVEN, LOUIS Individual LANDMARK INVESTMENT PARTNERS LLC MANAGING MEMBER 08/2023 > 75%

No. Employees, Historic

1050202420255 on 1/17/2024