LANDMARK INVESTMENT PARTNERS, L.P.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $124.9M |
| Discretionary | $124.9M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $62.4M |
| Employees | 5 |
| Peak AUM | $916.4MOct 2024 |
| AUM CAGR | -57.9% /yrover 2 yrs · 6 filings |
AUM by Client Type
Total AUM
$125M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $125M | 75.6% | — | — | — |
| Discretionary AUM | $125M | 75.6% | |||
Key Metrics
| Total AUM | $124.9M |
| Discretionary | $124.9M |
| Employees | 5 |
| Client Accounts | 2 |
Contact & Location
Address
515 NORTH FLAGLER DRIVE
WEST PALM BEACH FL 33401
Phone
561-210-3331
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$125M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm