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 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

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

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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