LANDMARK MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.3B
Discretionary
$0
0% of AUM
Avg account
$629M
Accounts
10
Employees
30
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
157511
Registered since
February 29, 2012
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 4
  • III SAMSON

    PresidentCRD 2127922

  • ALLYSON SAMSON

    Vice PresidentCRD 2488946

  • KATIE TORJUSEN

    Managing DirectorCRD 5248728

Unlock 1 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth