Asset manager · West Palm Beach, FL
Landmark Investment Partners, L.P.
SEC-registered investment adviser · CRD 329543 · SEC 801-129515
At a glance
Landmark Investment Partners, L.P. is an SEC-registered investment adviser based in West Palm Beach, Florida, with $125 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is other. By Form ADV it is a asset manager, ranked 2,267th of 3,218 asset managers and 14,546th of 17,210 SEC-registered advisers by assets.
Main office 561-210-3331As filed on Form ADV
- Regulatory AUM
- $125M
- Rank among asset managers
- #2,267 of 3,218
- Rank among all SEC RIAs
- #14,546 of 17,210
- Rank in Florida
- #918 of 1,090
- Clients
- 2
- Accounts
- 2
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Steven L. FrankelManaging Partner
- Steven L. FrankelTrustee of Steven Frankel Revocable Trust
- Phillip A. GiovannettiChief Compliance Officer & Chief Operating Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 1 | $94M | 76% |
| Pooled investment vehicles | 1 | $30M | 24% |
Private funds
Landmark Investment Partners, L.P. reports 1 private funds with $30M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Landmark Investment Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Landmark Investment Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 628 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Landmark Investment Partners, L.P. manage?
Landmark Investment Partners, L.P. reports $125 million in regulatory assets under management across 2 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Landmark Investment Partners, L.P.?
Landmark Investment Partners, L.P. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Landmark Investment Partners, L.P.’s clients?
By assets, its largest client types are other ($94 million, 1 clients); pooled investment vehicles ($30 million, 1 clients).
Does Landmark Investment Partners, L.P. manage private funds?
Yes. It reports 1 private funds with $30 million in gross assets, including hedge funds.
Does Landmark Investment Partners, L.P. have any disciplinary history?
Landmark Investment Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Landmark Investment Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →