Landscape Capital Management LLC

RIASEC RegisteredEst. 2014
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$433M
Accounts
7
Employees
10
Advisory reps
5

Firm details

Headquarters
Englewood, New Jersey
CRD number
165336
Registered since
April 10, 2014
Custodians
UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles91.24%
  • Other Investment Advisers8.76%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Landscape Capital Management LLC is an SEC-registered investment manager formed as an LLC in 2014 that serves institutional clients. The firm operates as a multifaceted fund manager — its activity set spans hedge fund and private equity management and it is also registered to act as a CPO/CTA. Landscape provides portfolio management for pooled investment vehicles and serves in sponsor/GP/managing-member roles for pooled products. Its fees include both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 4
  • Joshua Gallant

    Joshua Gallant

    Co-Chief Investment Officer, Managing PartnerCRD 6629036

  • Michael Morell

    Michael Morell

    Co-Chief Investment Officer, Managing PartnerCRD 5826775

  • Jon Finkel

    Jon Finkel

    Co-Chief Investment Officer, Managing PartnerCRD 5604045

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Contacts

1 of 1
  • Kirk Schneider

    Kirk Schneider

    Managing PartnerCRD 5604080

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 8

Active vs passive

$178M in ETFs

Passive

100%

$178M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 20+ YEAR TREASURY BOND ETF (TLT)BlackRockPassiveLong Government$102M1,182,79357.53%

Location

Primary office

Englewood, NJ

Bergen

Location

Englewood, NJ

Headquartered in Englewood, NJ, 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
Bergen
Address
285 Grand Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth