Landmark Investment Partners, L.P.
- Regulatory AUM
- $125M
- Discretionary
- $125M
- Clients
- 2
- Avg AUM / client
- $62.4M
- Accounts
- 2
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 30 positions, $139,307,193)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Hilton Worldwide Hldgs Inc | COM | $12,804,201 | 42,108 | 9.19% | 10.3% |
| 2 | Costar Group Inc | CALL | $12,251,258 | 3,037 | 8.79% | 9.81% |
| 3 | Apartment Invt & Mgmt Co | COM | $10,403,636 | 2,556,176 | 7.47% | 8.33% |
| 4 | Cohen & Steers Inc | COM | $10,052,348 | 160,709 | 7.22% | 8.05% |
| 5 | Cbre Group Inc | CL A COM | $8,531,000 | 62,978 | 6.12% | 6.83% |
| 6 | Blackstone Inc | CALL | $7,267,368 | 632 | 5.22% | 5.82% |
| 7 | Douglas Emmett Inc | COM | $7,183,278 | 762,556 | 5.16% | 5.75% |
| 8 | Colliers Intl Group Inc | SUB VTG | $6,715,685 | 62,828 | 4.82% | 5.38% |
| 9 | Nexpoint Residential Tr Inc | COM | $6,438,650 | 257,546 | 4.62% | 5.16% |
| 10 | Churchill Downs Inc | COM | $5,725,135 | 63,733 | 4.11% | 4.59% |
| 11 | Douglas Emmett Inc | CALL | $5,604,900 | 5,950 | 4.02% | 4.49% |
| 12 | Colliers Intl Group Inc | CALL | $5,098,653 | 477 | 3.66% | 4.08% |
| 13 | Costar Group Inc | COM | $4,839,428 | 119,966 | 3.47% | 3.88% |
| 14 | Cohen & Steers Inc | CALL | $4,378,500 | 700 | 3.14% | 3.51% |
| 15 | Marriott Vacations Worldwide | COM | $4,335,169 | 66,572 | 3.11% | 3.47% |
| 16 | Essex Ppty Tr Inc | COM | $3,849,252 | 15,906 | 2.76% | 3.08% |
| 17 | Camden Ppty Tr | COM | $3,009,100 | 30,812 | 2.16% | 2.41% |
| 18 | Braemar Hotels & Resorts Inc | COM | $2,689,923 | 1,139,798 | 1.93% | 2.15% |
| 19 | Avalonbay Cmntys Inc | COM | $2,646,270 | 16,200 | 1.9% | 2.12% |
| 20 | Howard Hughes Holdings Inc | COM | $2,373,009 | 37,512 | 1.7% | 1.9% |
| 21 | Hudson Pacific Properties In | COM | $2,317,831 | 392,188 | 1.66% | 1.86% |
| 22 | Choice Hotels Intl Inc | CALL | $2,235,600 | 216 | 1.6% | 1.79% |
| 23 | Invitation Homes Inc | CALL | $1,744,470 | 702 | 1.25% | 1.4% |
| 24 | Hudson Pacific Properties In | CALL | $1,669,575 | 2,825 | 1.2% | 1.34% |
| 25 | Essex Ppty Tr Inc | CALL | $1,355,200 | 56 | 0.97% | 1.09% |
Top 25 of 30 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $30.4M | 24.4% |
| Other | 1 | $94.4M | 75.6% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frankel, Steven, Louis | Managing Partner | Aug 2023 (3y) | ≈ 0% – 5% via Landmark Investment Partners Llc | |
| Ortiz, Marc, Joseph | Chief Operating Officer, Chief Financial Officer, Chief Compliance Officer | Dec 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Steven Frankel Revocable Trust | Limited Partner | Jul 2022 | A | 75% or more |
| Landmark Investment Partners Llc | General Partner | Aug 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Frankel, Steven, Louis: 75% – 100% of Landmark Investment Partners Llc × 0% – 5% direct ≈ 0% – 5% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.22 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- J.P. Morgan $175M (34% of AUM) Mar 2025
- Morgan Stanley $94.4M (76% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗