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 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
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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