Landmark Investment Partners, L.P.
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 329543
- Registered since
- February 16, 2024
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other75.62%
- Pooled Investment Vehicles24.38%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Landmark Investment Partners, L.P. is organized as a limited partnership operating as a hedge fund that provides portfolio management for pooled investment vehicles. The firm is SEC-registered as of 2024 and serves institutional clients. Its compensation combines a percentage-of-AUM component with performance-based fees. Operationally, Landmark acts in sponsor and general partner capacities for pooled vehicles and is registered to perform CPO/CTA activities. The firm does not report being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Derivatives8%
Owners & executives
1 of 1Phillip Giovannetti
CCO & COOCRD 3067976
Contacts
1 of 1Steven Frankel
Managing PartnerCRD 5415595
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 515 N Flagler Dr
- Time zone
- ET (UTC-5)
- Office locations
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