RIA Intelligence

LANDMARK INVESTMENT PARTNERS, L.P.

CRD #329543 SEC #801-129515 WEST PALM BEACH, FL 561-210-3331
SEC Registered Private Funds
Total AUM
$511M
Discretionary
$511M
Employees
5
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0
LEI
254900YMJY3AEOCTDJ26

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
FRANKEL, STEVEN, LOUISIMANAGING PARTNERNA Control
FRANKEL, STEVEN, LOUISIMANAGING PARTNERNA Control
FRANKEL, STEVEN, LOUISIMANAGING PARTNERNA Control
FRANKEL, STEVEN, LOUISIMANAGING PARTNERNA Control
GIOVANNETTI, PHILLIP, ALESSIOICHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICERNA Control
LANDMARK INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
LANDMARK INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
LANDMARK INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
LANDMARK INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
LANDMARK INVESTMENT PARTNERS LLCDEGENERAL PARTNERNA Control
ORTIZ, MARC, JOSEPHICHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
ORTIZ, MARC, JOSEPHICHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
ORTIZ, MARC, JOSEPHICHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
ORTIZ, MARC, JOSEPHICHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
FRANKEL, STEVEN, LOUISIMANAGING PARTNERE Control
FRANKEL, STEVEN, LOUISITRUSTEE OF STEVEN FRANKEL REVOCABLE TRUSTE Control
FRANKEL, STEVEN, LOUISITRUSTEE OF STEVEN FRANKEL REVOCABLE TRUSTE Control
FRANKEL, STEVEN, LOUISITRUSTEE OF STEVEN FRANKEL REVOCABLE TRUSTE Control
STEVEN FRANKEL REVOCABLE TRUSTDELIMITED PARTNERE Control
STEVEN FRANKEL REVOCABLE TRUSTDELIMITED PARTNERE Control
STEVEN FRANKEL REVOCABLE TRUSTDELIMITED PARTNERE Control
STEVEN FRANKEL REVOCABLE TRUSTDELIMITED PARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FRANKEL, STEVEN, LOUISILANDMARK INVESTMENT PARTNERS LLCE Control
FRANKEL, STEVEN, LOUISILANDMARK INVESTMENT PARTNERS LLCE Control
FRANKEL, STEVEN, LOUISISTEVEN FRANKEL REVOCABLE TRUSTE Control
FRANKEL, STEVEN, LOUISILANDMARK INVESTMENT PARTNERS LLCE Control
FRANKEL, STEVEN, LOUISILANDMARK INVESTMENT PARTNERS LLCE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (1)

FL

Address

515 NORTH FLAGLER DRIVE
SUITE 260
WEST PALM BEACH, FL 33401
United States
Phone: 561-210-3331