LANDMARK VALUE INVESTMENTS
LANDMARK ADVISORS, LLC Legal Name
Adviser information for LANDMARK VALUE INVESTMENTS last updated from Form ADV on March 26th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-74688 |
|---|---|
| SEC ERA File Number | 802-74688 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 162869 |
| Legal Entity Identifier | None |
Principal Office
228 PARK AVENUE SOUTHNUMBER 31279
NEW YORK
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 212 334 7878, Fax: 212 334 7878
Websites
Chief Compliance Officer
AHMED FATTOUH
228 PARK AVENUE SOUTH
NUMBER 31279
NEW YORK
NY
United States
Tel:
917 330 8688
Fax:
212 334 7878
A*******@****************M
(Full email address available in API data)
Industry Affiliates
| GLOBALIST CAPITAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| LANDMARK INVESTORS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LANDMARK REAL ASSETS FUND, LP | FUND OF FUNDS | $55.3M | $1.0M | 14 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FATTOUH, AHMED, MOHAMED | Individual | – | CHIEF EXECUTIVE OFFICER | 05/2001 | < 5% |
| BARON ADVISORS LLC | Domestic Entity | – | OWNER AND MANAGING MEMBER | 05/2001 | > 75% |
| FATTOUH, AHMED, MOHAMED | Individual | BARON ADVISORS LLC | MANAGING MEMBER | 09/1998 | > 75% |