CASE STUDY
How Landmark Capital Advisors Leverages FINTRX
2014
Year Founded
Real Estate
Industry
Newport Beach, CA
Headquarters

Overview
Landmark Capital Advisors is a Newport Beach-based real estate capital advisory firm disciplined in finance and private equity. Landmark Capital was experiencing the pain points many others in the real estate advisory space were facing: sourcing family office allocators who invest in alternatives.
When David Kidder, Landmark's Managing Director and industry veteran first approached our FINTRX team, there was one clear aim: how FINTRX could help their rapidly-growing real estate advisory firm find active family offices in the alternative space and help Landmark better manage interactions with investors.
"From day one, we were able to quickly source investors, implement our data, and leverage the daily work of the FINTRX team to keep our family office investor pool growing and, most importantly, updated and accurate."

David Kidder
Managing Principal, Landmark Capital Advisors
SUMMARY
Case Study
Landmark Capital Advisors is a Newport Beach-based real estate capital advisory firm founded in 2014 that is disciplined in finance and private equity...
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