Landy Investment Management LLC

Overview

Landy Investment Management LLC is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and shows a clear preference for liquid holdings: cash and cash equivalents represent the largest portion of its balance sheet. It is not positioned as a multi-state or ESG-focused adviser, and it does not serve as a pension consultant or an external capital allocator. Advisory activity is concentrated on managing separate accounts and pooled vehicles for private clients rather than institutional program management. The firm’s filing classifies it as an individual-owned limited liability company and identifies its advisory work as portfolio management for individual and small business clients. Filing data indicate the adviser operates in a straightforward, low-complexity model: discretionary management across a small number of accounts, using mainstream custodians to hold client assets.

Assets & Accounts

Investments & Alternatives

Location & Offices