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LANDMARK INVESTMENT PARTNERS, L.P.

WEST PALM BEACH, FL · CRD 329543 · IAPD ↗ · 561-210-3331

$124.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — LANDMARK INVESTMENT PARTNERS, L.P. reported RAUM down 76% ($511.0M -> $124.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
33
April 2025 — LANDMARK INVESTMENT PARTNERS, L.P. reported RAUM down 44% ($916.4M -> $511.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2025 — LANDMARK INVESTMENT PARTNERS, L.P. now reports custody of client assets ($39.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
58
April 2025 — LANDMARK INVESTMENT PARTNERS, L.P. now reports 1 private fund(s) ($39.7M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
August 2024 — LANDMARK INVESTMENT PARTNERS, L.P.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
March 2024 — LANDMARK INVESTMENT PARTNERS, L.P. (WEST PALM BEACH, FL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.