LANDMARK MANAGEMENT, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 157511
- Registered since
- February 29, 2012
- Website
- www.landmark-mgmt.com
- Custodians
- BANK OF AMERICA
- Fee structure
- Percentage of AUM
- Client types
- Other97.78%
- Charitable Organizations2.17%
- Pooled Investment Vehicles0.05%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Landmark Management, LLC is an SEC-registered limited liability company (registered in 2012) that functions primarily as a capital allocator for institutional clients. The firm’s listed activities center on portfolio management for pooled investment vehicles and the selection of external advisers, which aligns with its role in sourcing, structuring and monitoring third‑party fund managers rather than acting as a traditional discretionary manager of retail accounts. Landmark reports a fee model based on a percentage of assets under management and identifies its business activity as accountant, indicating a firm infrastructure that supports fund administration and oversight in addition to investment selection. Landmark is classified as an Other Fund Provider and does not list itself as an active ESG investor. Its client base is institutional and the firm is not flagged as a multi‑state or newly formed adviser. Because the firm reports its assets as non‑discretionary, Landmark appears to position itself as an allocator and adviser to pooled vehicles and external managers, relying on selection and governance rather than day‑to‑day trading authority.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other100%
Contacts
3 of 4III SAMSON
PresidentCRD 2127922
ALLYSON SAMSON
Vice PresidentCRD 2488946
KATIE TORJUSEN
Managing DirectorCRD 5248728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, 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
- NEW YORK
- Address
- 115 E 69th St
- Time zone
- ET (UTC-5)
- Office locations
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