LANDMARK MANAGEMENT, LLC
Adviser information for LANDMARK MANAGEMENT, 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 | 32 |
|---|---|
| Investment Advisory/Research | 10 |
| 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 | 0 | $0 |
| Non-Discretionary | 10 | $5.2B |
| Total | 10 | $5.2B |
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 | 1 | $2.7M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $54.2M |
| 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 | 9 | $5.1B |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 10 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)FAMILY OFFICE SERVICES |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Accountant or accounting firm |
Identifiers
| SEC RIA File Number | 801-73439 |
|---|---|
| SEC ERA File Number | 801-73439 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157511 |
| Legal Entity Identifier | None |
Principal Office
115 EAST 69TH STREETNEW YORK
NY
United States
Monday - Friday, 9:00 - 5:00
Tel: 212-794-6060, Fax: 212-794-6169
Websites
Chief Compliance Officer
ALLYSON D. SAMSON
VICE PRESIDENT
115 EAST 69TH STREET
NEW YORK CITY
NY
United States
Tel:
212-794-6060
Fax:
212-794-6169
A******@*******M
(Full email address available in API data)
Regulatory Contact
EARL A.SAMSON III
PRESIDENT
115 EAST 69TH STREET
NEW YORK
NY
United States
Tel:
212-794-6060
Fax:
212-794-6169
T******@*******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LMI PARTNERS LLC | ASSET ALLOCATION FUND | $1,840.0M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAMSON, ALLYSON DALE | Individual | – | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, AND BOARD MEMBER | 01/1999 | < 5% |
| SAMSON, III, EARL ADELBERT | Individual | – | PRESIDENT AND BOARD MEMBER | 01/1999 | < 5% |
| GRAHAM, JEFFREY, DANIEL | Individual | – | BOARD MEMBER | 06/2023 | < 5% |
| SAMSON, ALLYSON DALE | Individual | LANDMARK MANAGEMENT HOLDINGS, INC. | OWNER | 06/2023 | 25-50% |
| LANDMARK MANAGEMENT HOLDINGS, INC. | Domestic Entity | – | MEMBER | 06/2023 | 50-75% |
| ROSEMONT INVESTMENT GROUP, LLC | Domestic Entity | – | MEMBER AND BOARD MEMBER | 06/2023 | 25-50% |
| MARKEL VENTURES, INC. | Domestic Entity | ROSEMONT INVESTMENT GROUP, LLC | OWNER | 06/2018 | > 75% |
| MARKEL GROUP | Domestic Entity | MARKEL VENTURES, INC. | OWNER | 01/2005 | > 75% |