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LANDMARK MANAGEMENT, LLC
CRD 157511File 801-73439
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.29B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $6.29B
Clients
2
10 accounts
Employees
30
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 29, 2012
- Principal office
- 115 EAST 69TH STREET, NEW YORK, NY, 10021
- Phone
- 212-794-6060
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.29B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $6.29B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 10
- Total accounts
- 10
- AUM per client
- $3.15B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $136.5M |
| Pooled investment vehicles | 2 | $3.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 11 | 2 | decreased by9 |
| Apr 1, 2026 | Employees | 33 | 30 | decreased by3 |
| Apr 1, 2026 | AUM | $5,833,574,615 | $6,294,698,147 | increased by$461,123,532 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 23 | 33 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,047,805,176 | $5,833,574,615 | increased by$785,769,439 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 10 | increased by1 |
| Apr 1, 2022 | Employees | 22 | 23 | increased by1 |
| Apr 1, 2022 | Clients | 9 | 10 | increased by1 |
| Apr 1, 2022 | AUM | $3,692,135,448 | $5,047,805,176 | increased by$1,355,669,728 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LANDMARK MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LANDMARK MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.