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 an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager focused on institutional clients. The firm dates its SEC registration to 2009 and is owned by an individual. Its business model includes portfolio management for pooled investment vehicles and for businesses or institutions, and it functions in roles associated with commodity pool operations or commodity trading advisors. Fee arrangements combine a percentage-of-assets model with performance-based fees. The firm does not identify as an active ESG investor and is not structured as a multi-state or newly formed 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

FINTRX

Client base

Client personas

Asset composition

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

Owners & executives

2 of 2
  • JONATHAN LITT

    Founder & Chief Investment OfficerCRD 2567674

  • JEAN CORA

    Chief Financial OfficerCRD 7529204

Contacts

1 of 1
  • 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