9AT: LANDSEER ADVISORS LLC

LANDSEER ADVISORS LLC

LANDSEER ADVISORS LLC

Adviser Profile

As of Date	03/23/2026
Registration	SEC, Approved, 08/14/2020
ADV Location	PRINCETON, NJ, United States
Contact Info	212 xxxxxxx
Websites

AUM^*	415,177,332 12%
of that, discretionary	415,177,332 12%
Number of Employees	5 25%
of those in investment advisory functions	4 33%
Private Fund GAV^*	0
Avg Account Size	138,392,444 12%
% High Net Worth	33.33% 133%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

415M 356M 297M 237M 178M 119M 59M

2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Landseer is an investment management firm that was formed under the laws of the State of Delaware in October 2013. Its principal place of business is located in Princeton, New Jersey. David Boyum and Dana Craver are the principal owners of Landseer. Landseer became registered as an investment adviser with the SEC on August 14, 2020. Landseer provides non-discretionary consulting services to certain endowments, foundations, high net worth individuals, family offices and other institutional investors (collectively, the “Consulting Clients”) regarding their respective investment portfolios. The Consulting Clients retain sole authority for all investment decisions relating to their respective accounts. Landseer also provides discretionary investment advisory services to a pension plan (the “Fund Investor”) through the establishment of three funds for the Fund Investor (the “Funds”, and collectively with the Consulting Clients, the “Clients”). Landseer’s advice to each Consulting Client regarding the construction of its investment portfolio is customized based on the specific investment

objectives and strategies of the Consulting Client, including its risk tolerance, any investment restrictions and/or other parameters, in each case, as communicated by the Consulting Client to Landseer. The Consulting Clients primarily invest in private investment funds (“Underlying Funds”) managed, sponsored and/or advised by third-party investment managers (collectively, the “Third-Party Managers”). Landseer has broad discretion in making investments for the Funds. The Funds’ assets are primarily invested in one or more Underlying Funds managed by Third-Party Managers, as described in detail in the Funds’ offering documents. Landseer’s advice is not limited to any particular asset class and it provides investment advisory services to its Clients with respect to a wide range of investments (including, without limitation, publicly-traded securities, privately-issued securities and real estate-related investments). Landseer does not participate in wrap fee programs. As of December 31, 2023, Landseer has $370,622,973 of regulatory assets under management, all of which it manages on a discretionary basis.