Land & Buildings Investment Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$790M
Discretionary
$790M
100% of AUM
Avg account
$158M
Accounts
5
Employees
8
Advisory reps
3

Firm details

Headquarters
Stamford, Connecticut
CRD number
149487
Registered since
March 4, 2009
Custodians
GOLDMAN SACHS & CO. LLC, WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • State / Municipal Government82.22%
  • Pooled Investment Vehicles17.52%
  • Other0.26%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Land & Buildings Investment Management, LLC is a hedge-fund–classified investment adviser formed in 2009 that manages institutional capital. The firm operates as an LLC and charges asset-based fees with performance-based components. It provides portfolio management for pooled investment vehicles and for businesses or institutions, and it also performs roles associated with commodity pool operations/commodity trading advisors and sponsor/GP functions for pooled vehicles. The firm is not positioned as an ESG investor and does not self-identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Jonathan Litt

    Jonathan Litt

    Founder & Chief Investment OfficerCRD 2567674

  • Jean Cora

    Jean Cora

    Chief Financial OfficerCRD 7529204

Contacts

1 of 1
  • Craig Melcher

    Craig Melcher

    President, Investment AdvisorCRD 4554794

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
Soundview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth