WEST PALM BEACH, FLCRD 329543Latest ADV March 31, 2026
Landmark Investment Partners, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in West Palm Beach, FL. Its latest Form ADV filing, dated March 31, 2026, reports $125M in regulatory assets under management, 5 employees, and 2 accounts.
Assets Under Management
$125M
Employees
5
Offices
--
Total Clients
<5
Primary office
WEST PALM BEACH, FL
515 NORTH FLAGLER DRIVE, SUITE 260, WEST PALM BEACH, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
1
2
SEPARATELY MANAGED ACCOUNT
50.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of March 31, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts2
10Y AUM Change+$125M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* 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.