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LANDSEER ADVISORS LLC
CRD 309937 · SEC 801-119282
353 NASSAU STREET, FLOOR 2, PRINCETON, NJ, 08540, United States
Phone
212-457-0902
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$415.2M
Discretionary AUM
$415.2M
Team
5 total employees; 4 advisory reps; 17 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $0 |
| Pooled investment vehicles | 2 | $0 |
| Pension/profit sharing plans | 3 | $415.2M |
| Charitable organizations | 7 | $0 |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD