Landernorth Asset Management, LLC (Beachwood)

Name: Landernorth Asset Management, LLC
Address: 3201 Enterprise Parkway, Beachwood, OH, 44122
Telephone: 216-464-4225

Landernorth Asset Management, LLC is a large advisory firm based in Beachwood. It manages $26.13 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Ohio.

Landernorth Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Landernorth Asset Management: assets under management

The assets under management (AUM) of Landernorth Asset Management, LLC is $26.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 124% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.13 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $842.74 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Landernorth Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Landernorth Asset Management, LLC

Gerald Aloysius Fallon has been acting as President since 1 Jan 2009. Robert Paul Pinkas joined the executive team most recently as the General Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Paul Pinkas	Managing member	1 Jul 2003	50% - 75%	4575817
Michael John Finn	Member	1 Jul 2003	Other	4575820
Paul Henry Cascio	Member	1 Jul 2003	Other	1199260
Kevin Jude Cook	Member	1 Jul 2003	Other	2649830
Shawn Michael Wynne	Member	1 Jul 2003	Other	2899716
Curtis John Witchey	Chief compliance officer	1 Jul 2005	Other	5026429
Michael John Finn	Managing member	1 Jan 2009	Other	4575820
Gerald Aloysius Fallon	Chairman	1 Jan 2009	Other	501457
Martin John Burke	Director	1 Jan 2009	Other	1233269
Robert Francis Hussey	Director	1 Jan 2009	Other	849242

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Pinkas Family Partnership	Member	1 Jan 2006	75% - 100%	34-1578751
Robert Paul Pinkas	Manager	1 Jan 2006	75% - 100%	4575817
Robert Paul Pinkas	General partner	1 Jan 2010	Other	4809598

Based in Beachwood

The principal office where Landernorth Asset Management, LLC performs its advisory services is located at 3201 Enterprise Parkway, Beachwood, OH 44122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-464-4225 or by fax 216-464-8405. The normal business hours are 9:00am to 6:00pm on Monday - Friday. You can find more information about the New York firm at www.landernorth.com.