# Landmark Management, LLC

> Landmark Management, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 157511
- Filed as: LANDMARK MANAGEMENT, LLC
- Also doing business as: LANDMARK MANAGEMENT I, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157511
- AdvisorCensus page: https://advisorcensus.com/firm/landmark-management-llc-new-york-ny-157511

## Quick answers

**How is Landmark Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Landmark Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Landmark Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.2% to 0.4% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Landmark Management, LLC located?**
Landmark Management, LLC's principal office is in New York, NY, according to its Form ADV.

**Is Landmark Management, LLC registered with the SEC or a state?**
Landmark Management, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 157511.

**How much does Landmark Management, LLC manage?**
Landmark Management, LLC reports $6,294,698,147 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**How have Landmark Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Landmark Management, LLC: Regulatory assets under management: $3,692,135,448 in the October 2021 data and $6,294,698,147 in the October 2026 data, up 70%. Total employees: 22 in October 2021 and 30 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Landmark Management, LLC serve?**
By number of clients on Form ADV Item 5.D: other (9); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does Landmark Management, LLC use?**
Landmark Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America as a custodian holding 10% or more of its separately managed account assets.

**Does Landmark Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157511

**What changed in Landmark Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 10 to 11.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.2% to 0.4% a year (a range, as the brochure states it)

> Our fees for Family Office Investment Services are based upon a percentage of assets under management or advisement and typically range from 0.20% to 0.40%, exclusive of any outside manager fees.

- Minimum annual fee: None

> We do not currently impose any minimum account sizes or minimum annual fees.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of America

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $6,294,698,147
- Discretionary: $0
- Non-discretionary: $6,294,698,147

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $3,104,078 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $136,452,692 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 9 | $6,155,141,377 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2012 (14 years)
- Employees: 30 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- landmark-mgmt.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $3,692,135,448 | 22 | March 22, 2021 |
| October 2022 | $5,047,805,176 | 23 | March 23, 2022 |
| October 2023 | $4,583,016,110 | 31 | July 18, 2023 |
| October 2024 | $5,168,711,686 | 32 | March 28, 2024 |
| October 2025 | $5,833,574,615 | 33 | April 24, 2025 |
| October 2026 | $6,294,698,147 | 30 | March 30, 2026 |

Regulatory assets under management: $3,692,135,448 in the October 2021 data and $6,294,698,147 in the October 2026 data, up 70%.
Total employees: 22 in October 2021 and 30 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 10 to 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landmark Management, LLC (CRD 157511): Form ADV filing data as of October 2026.