$415.2M Total AUM
$415.2M Disc. AUM
11.1% 3Y CAGR
5 Employees
35 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2013
- Office Locations
- 1
Office Locations
353 Nassau Street Floor 2 Princeton NJ
About Landseer Advisors LLC
Landseer Advisors LLC is a Princeton-based RIA. The firm has been operating for 12 years. Managing $415.2M in total assets under management, with 4 advisory representatives.
Team overview
-- AVG AGE
$103.8M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
8.2 yrs AVG TENURE
5 Employees
4 Advisory Reps
0 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Owner & Executives
D
David A Boyum
Partner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DANA ELIZABETH CRAVER
Director, PARTNER
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,177,332 | $138,392,444 |
| Non-Discretionary | $0 | -- |
| Total | $415,177,332 | $138,392,444 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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