Landseer Advisors Llc
- Regulatory AUM
- $415M
- Discretionary
- $415M
- Clients
- 18
- Avg AUM / client
- $23.1M
- Accounts
- 3
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $0 | — |
| Pooled investment vehicles (non-investment companies) | 2 | $0 | — |
| Pension and profit sharing plans | 3 | $415M | 100.0% |
| Charitable organizations | 7 | $0 | — |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| American Academy In Berlin EIN 521726273 | New York, NY | 06/30/2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boyum, David, A | Managing Member | Oct 2013 (13y) | 50% – 75% | |
| Craver, Dana, Elizabeth | Member | Oct 2013 (13y) | 25% – 50% | |
| Ameen, Scott, Cash | Managing Director | Jun 2018 (8y) | Less than 5% | |
| Feder, Alan | Cfo And Cco | Jul 2020 (6y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| American Academy In Berlin | Public charity | $76.0M | 06/30/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗