SourcingSourcing

LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC

C36
CRD 149487·SEC 801-69951·STAMFORD, CT
AUM
$790.1M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$19.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
CRD
149487
SEC file #
801-69951
EIN
—
DBA names
—

Economics

AUM
$790.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$577.3M → $790.1M▲ +37%
Client mix
Pooled Investment Vehicles4
Other1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
landandbuildings.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LITT, JONATHAN, I
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LITT, JONATHAN, I
CORA, JEAN, MARCOS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LANDANDBUILDINGS.COM
Rdap Domain Creation Date
2004-05-18T18:23:30Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001536520
Edgar Registered
Yes
Edgar Filing Count
278
Edgar First Filing Date
2012-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
64
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001536520-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs16
Wells Fargo8
E*trade4
Edgar Addresses
Mailing
SOUNDVIEW PLAZA1266 E MAIN ST STE 700RSTAMFORD, CT 06902
Business
SOUNDVIEW PLAZA1266 E MAIN ST STE 700RSTAMFORD, CT 06902
Edgar EIN
135108880
Edgar Recent Filings
13F-HR2026-05-15 · 0001536520-26-000004
PX14A6G2026-04-16 · 0000921895-26-001002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-18T18:23:30Z
Rdap Domain Last Changed
2026-05-19T17:17:38Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2567674
Trust Company Affiliate
Yes

People (3)

3
JONATHAN I LITT
Direct Owner · 87.5%
2567674
CORA, JEAN, MARCOS
Executive Officer · 2.5%
7529204
MELCHER, CRAIG, DAVID
Executive Officer · 2.5%
4554794