Landmark Management, Llc
- Regulatory AUM
- $6.3B
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $572M
- Accounts
- 10
- Employees
- 30
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $3.1M | 0.05% |
| Charitable organizations | Fewer than 5 clients | $136M | 2.17% |
| Other | 9 | $6.2B | 97.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $1.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lmi Partners Llc | Other Private Fund | Delaware | $1.8B | 12 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samson, Allyson Dale | Vice President And Board Member | Jan 1999 (28y) | ≈ 12.5% – 37.5% via Landmark Management Holdings, Inc. | |
| Samson, Iii, Earl Adelbert | President And Board Member | Jan 1999 (28y) | Less than 5% | |
| Graham, Jeffrey, Daniel | Board Member | Jun 2023 (3y) | Less than 5% | |
| Torjusen, Katie, Elizabeth | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Landmark Management Holdings, Inc. | Member | Jun 2023 | A | 50% – 75% |
| Rosemont Investment Group, Llc | Member And Board Member | Jun 2023 | A | 25% – 50% |
| Markel Ventures, Inc. | Owner | Jun 2018 | B | ≈ 18.75% – 50% via Rosemont Investment Group, Llc |
| Markel Group | Owner | Jan 2005 | B | ≈ 14.06% – 50% via Markel Ventures, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Samson, Allyson Dale: 25% – 50% of Landmark Management Holdings, Inc. × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Markel Ventures, Inc.: 75% – 100% of Rosemont Investment Group, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Markel Group: 75% – 100% of Markel Ventures, Inc. × 75% – 100% of Rosemont Investment Group, Llc × 25% – 50% direct ≈ 14.06% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $1.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lmi Partners Llc | Other Private Fund | $1.8B | $0 | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Bank Of America, National Association $2.9B (47% of AUM) Mar 2026
- U.S. Trust, Bank Of America $1.5B (46% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗