Landmark Investment Partners, L.P.
Landmark Investment Partners, L.P. is an institutional private equity and real assets investment management firm headquartered in West Palm Beach, Florida. Registered with the SEC (CIK 0002023551), the company specializes in the management of private equity, real estate, and alternative investment portfolios. While its official registration is in Delaware, its main offices are in Florida, and it is known for serving institutional clients, including pension funds, endowments, and other pooled investment vehicles. As of March 31, 2025, the firm reports approximately $511 million in assets under management and maintains a notably lean team compared to some of its affiliates and related entities.
Investment Strategy
Landmark Investment Partners, L.P. focuses on providing access to secondary private equity and real assets markets, primarily through the acquisition of interests in existing private equity, real estate, and alternative asset funds. The firm's investment philosophy emphasizes value creation through underwriting and acquiring seasoned assets, targeting a diversified portfolio that offers capital appreciation with a lower risk profile than traditional primary investments. They serve institutional and pooled investment vehicle clients, with an approach that emphasizes diligence, selectivity, and secondary market expertise.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ESS | ESSEX PPTY TR INC | 7.04% | $26.5M | 93,560 | $292.18 | $283.40 | -$13.3M |
C CSGP | COSTAR GROUP INC | 5.89% | $22.2M | 276,150 | $78.21 | $80.40 | -$216.9K |
D DEI | DOUGLAS EMMETT INC | 5.46% | $20.6M | 1,368,443 | $16.31 | $15.04 | -$4.6M |
A AIV | APARTMENT INVT & MGMT CO | 4.42% | $16.6M | 1,924,818 | $8.99 | $8.65 | -$1.4M |
H HPP | HUDSON PAC PPTYS INC | 4.23% | $15.9M | 5,810,119 | $2.80 | $2.74 | +$11.3M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
V VNQ | VANGUARD INDEX FDS | New | Put | $13.7M | 1,540 | $89.06 | $89.06 | +1,540 | +$13.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | New | Put | $13.3M | 734 | $181.74 | $181.74 | +734 | +$13.3M |
S SPY | SPDR S&P 500 ETF TR | New | Put | $11.4M | 185 | $617.85 | $617.85 | +185 | +$11.4M |
Q QQQ | INVESCO QQQ TR | New | Put | $10.5M | 190 | $551.64 | $551.64 | +190 | +$10.5M |
M MAA | MID-AMER APT CMNTYS INC | New | Call | $5.3M | 360 | $148.01 | $148.01 | +360 | +$5.3M |