LANDMARK EQUITY ADVISORS LLC
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-2 YoYRank #1018 of mapped providers
Assets under administration$14.6B0.0%Market share · rank #897
Fees received$488,163Median $8,840/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical LANDMARK EQUITY ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where LANDMARK EQUITY ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 8 | $3,643 | |
Investment advisory (participants); Investment advisory (plan); Direct payment from the planCode 26 | 2 | $63,946 | |
Investment management fees paid indirectly by planCode 52 | 2 | $4,803 | |
Accounting (including auditing)Code 10 | 1 | $5,000 | |
Investment advisory (plan)Code 27 | 1 | $9,276 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 1 | $43,145 |
Competitor overlap
Percent of LANDMARK EQUITY ADVISORS LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under LANDMARK EQUITY ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | KAYE-SMITH ENTERPRISES, INC. | $1.8B |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | INDEPENDENT FINANCIAL PARTNERS | $1.6B |
ATS OPERATING, LLCAL · 630889019-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $4M |
Plans lost in 2024
Appeared last year under LANDMARK EQUITY ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | GLENDON CAPITAL MANAGEMENT LP | $2.0B |
ARROWPOINT GROUP, INC.NC · 562003160-003 | ARROWOOD INDEMNITY COMPANY | $535M |
PENSION FUND FOR HOSPITAL AND HEALTH CARE EMPLOYEESPA · 232627428-001 | DANA INVESTMENT ADVISORS | $356M |
FIRST WESTERN BANCSHARES, INC.AR · 710605306-002 | FORVIS, LLP | $17M |
MEDICAL ASSETS HOLDING COMPANY, LLCAR · 710820452-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $250,000 | 6y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $0 | 5y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $47,948 | 9y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $8,404 | 1y | - |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $0 | 1y | - |
BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUNDCT · 223071963-001 | $1.0B | 21,117 | $7,285 | 2y | - |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN NO. 30 PENSION FUNDIL · 366491120-001 | $461M | 3,081 | $0 | 3y | - |
PLUMBERS UNION LOCAL NO. 12 PENSION LOCAL NO. 12 PENSION FUNDMA · 046023174-001 | $390M | 2,860 | $0 | 9y | - |
TRUSTEES OF THE LAUNDRY,DRY CLEANING WO RKERS AND ALLIED INDUSTRIES RENY · 135521921-001 | $193M | 9,243 | $21,573 | 10y | - |
PLUMBERS 267 PENSION FUND LOCAL 267 PENSION FUNDNY · 150347955-001 | $180M | 1,375 | $10,786 | 9y | - |
Flag exposure
92.9%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into LANDMARK EQUITY ADVISORS LLC.
- LANDMARK BANK
- LANDMARK EQUITY ADVISERS LLC
- LANDMARK EQUITY ADVISORS
- LANDMARK EQUITY ADVISORS LLC
- LANDMARK EQUITY ADVISORS, LLC
- LANDMARK EQUITY PARTNERS
- LANDMARK EQUITY PARTNERS LP
- LANDMARK EQUITY PARTNERS XIV, LP
- LANDMARK EQUITY PARTNERS XV LP
- LANDMARK EQUITY PARTNERS XV, LP
- LANDMARK PARTNERS EQUITY
- LANDMARK PLC
- LANDMARK PLC CERTIFIED PUBLIC ACCOU
- LANDMARK PUBLIC ACCOUNTANTS
- LANDMARK REALTY ADVISORS
- LANDMARK REALTY ADVISORS LLC
- LANDMARK REALTY ADVISORS, LLC
- LANDMARK WEALTH MANAGEMENT
- LANDMARK WELTH MANAGEMENT
- LANDMARK, PLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for LANDMARK EQUITY ADVISORS LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 7.14% | 26.94% | -19.80 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 7.14% | 1.76% | +5.38 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LANDMARK EQUITY ADVISORS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent