Landseer Advisors LLC

Landseer Advisors LLC is an investment management firm established in October 2013 under Delaware law, with its main office in Princeton, New Jersey. The firm offers non-discretionary consulting services to endowments, foundations, high net worth individuals, family offices, and institutional investors. Landseer also provides discretionary investment advisory services to a pension plan through two funds. The firm customizes investment portfolios based on client objectives, risk tolerance, and investment strategies. Clients primarily invest in private investment funds managed by third-party managers. Landseer charges Consulting Clients an asset-based advisory fee of 0.50% per annum, with variations based on the investment structure. The firm manages $305,178,759 in regulatory assets under management as of December 31, 2022. Landseer does not participate in wrap fee programs. The firm does not receive performance-based compensation from Consulting Clients but may receive it from the funds. Landseer has policies to address conflicts of interest and manages multiple client accounts with procedures to ensure fair allocation of investment opportunities. Clients include endowments, foundations, high net worth individuals, family offices, and a pension plan. Landseer's investment strategies involve risk, and clients must be prepared for potential losses.