{
  "crd_number": 309937,
  "slug": "landseer-advisors-llc-princeton-nj-309937",
  "primary_business_name": "LANDSEER ADVISORS LLC",
  "legal_name": "LANDSEER ADVISORS LLC",
  "dbas": [],
  "city": "Princeton",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "45940",
  "metro": {
    "cbsa_code": "45940",
    "common_name": "Trenton",
    "msa_name": "Trenton-Princeton, NJ",
    "path": "/advisors/nj/trenton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-08-14",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 415177332.0,
  "raum_discretionary": 415177332.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 7
    },
    "pension_profit_sharing": {
      "raum": 415177332.0,
      "count": 3
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 6
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY"
  ],
  "websites": [
    "https://landseerinv.com",
    "https://linkedin.com/company/landseer"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309937",
  "city_as_filed": "PRINCETON",
  "url": "https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937",
  "display_name": "Landseer Advisors LLC",
  "summary": "Landseer Advisors LLC is an SEC-registered investment advisory firm in Princeton, NJ, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Landseer Advisors LLC (CRD 309937): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Landseer Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Landseer Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Landseer Advisors LLC located?",
      "a": "Landseer Advisors LLC's principal office is in Princeton, NJ, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Landseer Advisors LLC registered with the SEC or a state?",
      "a": "Landseer Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309937."
    },
    {
      "q": "How much does Landseer Advisors LLC manage?",
      "a": "Landseer Advisors LLC reports $415,177,332 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Landseer Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Landseer Advisors LLC: Regulatory assets under management: $150,296,754 in the October 2021 data and $415,177,332 in the October 2026 data, up 176%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Landseer Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: charitable organizations (7); high net worth individuals (6); pension and profit sharing plans (but not the plan participants or government pension plans) (3)."
    },
    {
      "q": "Does Landseer Advisors LLC report any disciplinary disclosures?",
      "a": "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/309937"
    },
    {
      "q": "What changed in Landseer Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 150296754.0,
      "total_employees": 5,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 301736617.0,
      "total_employees": 4,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 305178759.0,
      "total_employees": 4,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 370622973.0,
      "total_employees": 4,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 403540281.0,
      "total_employees": 4,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 415177332.0,
      "total_employees": 5,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 6,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 415177332.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309937",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}