RIA Intel›Advisers›Connecticut›LANDMARK REALTY ADVISORS LLC

LANDMARK REALTY ADVISORS LLC

Advisory

N·SIMSBURY, CT

Data as of Aug 23, 2022 · Source: SEC Form ADV

Total AUM

$6.9B

1-Year AUM Growth

+19.9%

3-Year CAGR

+2.7%

Employees

21

Assets Under Management

Total AUM$6.9B

Discretionary AUM$6.3B

Non-Discretionary AUM$605M

Discretionary %91.2%

Total Clients—

Team

Total Employees21

Investment Advisers31

Employee Growth (1Y)—

Filing History

Total Filings on Record52

First FilingFeb 28, 2001

Latest FilingAug 23, 2022

🔒 Full AUM trend chart and 52 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LANDMARK REALTY ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.