# Landseer Advisors LLC

> 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.

- CRD: 309937
- Filed as: LANDSEER ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Princeton, NJ
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309937
- AdvisorCensus page: https://advisorcensus.com/firm/landseer-advisors-llc-princeton-nj-309937

## Quick answers

**How is Landseer Advisors LLC compensated?**
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.

**Where is Landseer Advisors LLC located?**
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).

**Is Landseer Advisors LLC registered with the SEC or a state?**
Landseer Advisors LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309937.

**How much does Landseer Advisors LLC manage?**
Landseer Advisors LLC reports $415,177,332 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have Landseer Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Landseer Advisors LLC serve?**
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).

**Does Landseer Advisors 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/309937

**What changed in Landseer Advisors LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $415,177,332
- Discretionary: $415,177,332
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $415,177,332 |
| Charitable organizations | 7 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 4 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.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [landseerinv.com](https://landseerinv.com)
- LinkedIn @landseer

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,296,754 | 5 | March 23, 2021 |
| October 2022 | $301,736,617 | 4 | March 31, 2022 |
| October 2023 | $305,178,759 | 4 | March 27, 2023 |
| October 2024 | $370,622,973 | 4 | March 28, 2024 |
| October 2025 | $403,540,281 | 4 | March 26, 2025 |
| October 2026 | $415,177,332 | 5 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landseer Advisors LLC (CRD 309937): Form ADV filing data as of October 2026.