Landmark Realty Advisors LLC (Simsbury)

Landmark Realty Advisors provides portfolio management for pooled investment vehicles and fund of funds and fund of one. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Landmark Realty Advisors: assets under management

The assets under management (AUM) of Landmark Realty Advisors LLC is $6.37 billion. The firm's AUM has grown by 658% since the beginning of its operation, and $1.23 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.8 billion in discretionary accounts and $568.94 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $189.65 million.

Landmark Realty Advisors has custody of $6.37 billion in cash and securities for 19 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Landmark Realty Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Richard William Maine serves?

The only and largest group of clients of Richard William Maine is pooled investment vehicles with 19 clients and $6.37 billion of assets under management. Among the 5 most similar advisory firms, Landmark Realty Advisors has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $6.37 billion for 19 clients. 21% of the firm’s clients are foreign persons or businesses.

Landmark Realty Advisors also advises several private funds. Namely, nineteen real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Landmark Realty Advisors LLC

The company employs 113 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Richard William Maine has been acting as President since 1 Aug 1996. Landmark Investment Holdings Lp joined the executive team most recently as the Member.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 28 indirect owners.

Based in Simsbury

The principal office where Landmark Realty Advisors LLC performs its advisory services is located at Attn: Antoinette Lazarus, Simsbury, CT 06070 2429, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-651-9760 or by fax 860-651-8890. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at landmarkpartners.com and its LinkedIn profile.

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