LANDMARK INVESTMENT PARTNERS, L.P.

RIASEC RegisteredEst. 2024
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$62.4M
Accounts
2
Employees
5
Advisory reps
2

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

FINTRX

Overview

Landmark Investment Partners, L.P. is a limited partnership operating as a hedge fund that focuses on institutional clients and management of pooled investment vehicles. The firm is registered with the SEC (registration year listed as 2024) and is structured to act in commodity pool/commodity trading advisor (CPO/CTA) capacities while providing portfolio management for pooled vehicles. Its fee model combines a percentage of assets under management with performance-based fees. Landmark reports ownership as a mix of a domestic entity and an individual and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, Derivatives 8%92%
  • Exchange Traded Equities92%
  • Derivatives8%

Owners & executives

1 of 1
  • PHILLIP GIOVANNETTI

    CCO & COOCRD 3067976

Contacts

1 of 1
  • STEVEN FRANKEL

    Managing PartnerCRD 5415595

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth