Land & Buildings Investment Management, LLC

CRD#149487
Investment Advisor Firm

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Learn more about Land & Buildings Investment Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Overview

    Land & Buildings Investment Management, LLC is a financial advisor company located in Stamford, Connecticut. It oversees $772.1 million in assets under management across six client accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). The firm has a small group of nine employees, of which four are financial advisors. Land & Buildings Investment Management, LLC does not act as a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as stocks, options and bonds.

    Land & Buildings Investment Management, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without requiring client permission. Land & Buildings Investment Management, LLC's typical account size is $128.7 million. An average advisor at Land & Buildings Investment Management, LLC oversees about two client accounts, placing it among the most personalized advisor firms in the country.

    Land & Buildings Investment Management, LLC's central office is located at 1 Landmark Square, Stamford, Connecticut 6901. The firm is legally allowed to serve clients in the state of Connecticut.

    Assets Under Management

    $772.1 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    1 Landmark Square
    Stamford, CT 06901

    Land & Buildings Investment Management, LLC by the Numbers

    Total Assets Under Management

    $772.1 million

    National Average: $3.7 billion
    Total Number of Employees

    9

    National Average: 29
    Total Number of Accounts

    6

    National Average: 2,073
    Average Account Size

    $128.7 million

    National Average: $1.8 million

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    Fee Structure

    Financial advisory fees usually are based on which service is offered. Fees billed by the firm most likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Land & Buildings Investment Management, LLC.

    Available

    • Offered by 74% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 17% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 35% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 2% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 1% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 40% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 12% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with pooled investment vehicles. Out of its six clients, Land & Buildings Investment Management, LLC's biggest client group by number of accounts is pooled investment vehicles. About 14% of the firm's accounts reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Land & Buildings Investment Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    This content was compiled from the SEC and FINRA