Firm profile

Landmark Management, LLC

NEW YORK, NYCRD 157511Registration Status: ApprovedEffective since February 29, 2012SEC # 801-73439Latest ADV March 30, 2026

Landmark Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 30, 2026, reports $6.3B in regulatory assets under management, 30 employees, 1 office, and 10 accounts.

Assets Under Management
$6.3B
Employees
30
Offices
1 office
Total Clients
11

Associated firm names

3 names listed
  • LANDMARK MANAGEMENT I, LLC
  • LANDMARK MANAGEMENT, LLC
  • LANDMARK MANAGEMENT, INC.

Leadership

1 roles identified
CCOKatie E. Torjusen

Advisory services offered

3 types reported
Other advisory services
Portfolio management for pooled investment vehicles
Selection of other advisers

Fee models offered

1 types reported
Asset based fees

Offices & Contact

Primary office

NEW YORK, New York, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

New York

NEW YORKPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$6.3Bas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$6.3B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Client Coverage Demographics

Top client segmentFAMILY OFFICE INVESTMENT VEHICLES represent 81.8% of total clients.
Top client categories% of clientsClients
1
FAMILY OFFICE INVESTMENT VEHICLES
81.8%
9
2
Pooled Investment Vehicles
18.2%
2
Categories with <5 clients
Charitable Organizations<5 clients

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$6.3B
Total Accounts10
10Y AUM Change+$3.6B (+134.8%)

Private Funds

Private funds reported by Landmark Management, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees30
Clients per Employee0:1
10Y Employee Change+28 (+1400.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
LANDMARK MANAGEMENT HOLDINGS, INC.Direct owner · Schedule AInterest in LANDMARK MANAGEMENT, LLC
50% to < 75%
ROSEMONT INVESTMENT GROUP, LLCDirect owner · Schedule AInterest in LANDMARK MANAGEMENT, LLC
25% to < 50%
ALLYSON DALE SAMSONDirect owner · Schedule AInterest in LANDMARK MANAGEMENT, LLC
10% to < 25%
III EARL ADELBERT SAMSONDirect owner · Schedule AInterest in LANDMARK MANAGEMENT, LLC
< 5%
JEFFREY DANIEL GRAHAMDirect owner · Schedule AInterest in LANDMARK MANAGEMENT, LLC
< 5%
MARKEL VENTURES, INC.Indirect owner · Schedule BInterest in ROSEMONT INVESTMENT GROUP, LLC
75%+
MARKEL GROUPIndirect owner · Schedule BInterest in MARKEL VENTURES, INC.
75%+
ALLYSON DALE SAMSONIndirect owner · Schedule BInterest in LANDMARK MANAGEMENT HOLDINGS, INC.
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Landmark Management, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-03-30 · Schedules A and B

9 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1ALLYSON DALE SAMSONVICE PRESIDENT AND BOARD MEMBERIndividualLANDMARK MANAGEMENT, LLC10% to less than 25%Code BYesVICE PRESIDENT AND BOARD MEMBER01/1999Schedule APDF page 27
2III EARL ADELBERT SAMSONPRESIDENT AND BOARD MEMBERIndividualLANDMARK MANAGEMENT, LLCLess than 5%Code NAYesPRESIDENT AND BOARD MEMBER01/1999Schedule APDF page 27
3JEFFREY DANIEL GRAHAMBOARD MEMBERIndividualLANDMARK MANAGEMENT, LLCLess than 5%Code NAYesBOARD MEMBER06/2023Schedule APDF page 27
4LANDMARK MANAGEMENT HOLDINGS, INC.MEMBERDomestic entityLANDMARK MANAGEMENT, LLC50% to less than 75%Code DYesMEMBER06/2023Schedule APDF page 27
5ROSEMONT INVESTMENT GROUP, LLCMEMBER AND BOARD MEMBERDomestic entityLANDMARK MANAGEMENT, LLC25% to less than 50%Code CNoMEMBER AND BOARD MEMBER06/2023Schedule APDF page 27
6KATIE ELIZABETH TORJUSENCHIEF COMPLIANCE OFFICERIndividualLANDMARK MANAGEMENT, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER10/2024Schedule APDF page 27
7ALLYSON DALE SAMSONOWNERIndividualLANDMARK MANAGEMENT HOLDINGS, INC.25% to less than 50%Code CYesOWNER06/2023Schedule BPDF page 28
8MARKEL VENTURES, INC.OWNERDomestic entityROSEMONT INVESTMENT GROUP, LLC75% or moreCode ENoOWNER06/2018Schedule BPDF page 28
9MARKEL GROUPOWNERDomestic entityMARKEL VENTURES, INC.75% or moreCode EYesOWNER01/2005Schedule BPDF page 28

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 3/30/2026 1:45:20 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.