Board Member · Landmark Management, LLC
Jeffrey D. Graham
CRD 3005584 · Named on Form ADV at one SEC-registered adviser
At a glance
Landmark Management, LLC, an SEC-registered asset manager based in New York, NY with $6.3 billion in regulatory assets, lists Jeffrey D. Graham on its Form ADV as Board Member, a control person.
Firms and roles
- Landmark Management, LLCBoard MemberAsset manager · New York, NY · $6.3B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Allyson Dale SamsonVice President and Board Member, Landmark Management, LLC
- III E. SamsonPresident and Board Member, Landmark Management, LLC
- Katie E. TorjusenChief Compliance Officer, Landmark Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.