William Alan Landman

Current Employers

Employment History

• 06/1987 → 12/2022
  Cms Investment Resources, Llc (Previously Inc.)
  Wynnewood, PA
• 11/2002 → Present
  Cms Fund Advisers, Llc (Previously Cms Fund Advisers, Inc.)
  Wynnewood, PA
• 06/2010 → 12/2022
  Renovus Gp, Llc
  Wynnewood, PA
• 09/2010 → Present
  Cms Holdco, Llc
  Wynnewood, PA
• 08/2011 → Present
  Merion Realty Advisers, Llc
  Wynnewood, PA
• 09/2011 → Present
  Mainline Investment Advisers, Llc
  Wynnewood, PA
• 10/2011 → 09/2023
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 08/2011 → Present
  Mainline Investment Partners, Llc
  Wynnewood, PA
• 03/2003 → 12/2022
  Capital Management Systems, Llc (Previously Inc.)
  Wynnewood, PA
• 08/2011 → Present
  Merion Realty Partners
  Wynnewood, PA

Previous Registrations

• 2012-01-05 → 2023-10-02
  Mainline Private Wealth, Llc
  Wynnewood, PA
• 2010-10-28 → 2021-07-15
  Cms Fund Advisers, Llc
  Wynnewood, PA
• 2003-09-05 → 2010-12-07
  Cms Fund Advisers, Inc.
  Philadelphia, PA
  Wynnewood, PA

Other Businesses

OTHER THAN WHAT IS LISTED UNDER EMPLOYMENT HISTORY, MR. LANDMAN IS A DIRECTOR, MANAGER, EXECUTIVE OFFICER AND/OR OTHERWISE A CONTROL PERSON OF VARIOUS GENERAL PARTNERS/MANAGERS OF INVESTMENT-RELATED LIMITED PARTNERSHIPS/LIMITED LIABILITY COMPANIES -- PRIVATE FUNDS THAT ARE ADVISED BY CMS FUND ADVISERS, LLC, MAINLINE INVESTMENT ADVISERS, LLC OR MERION REALTY ADVISERS, LLC, OR OTHERWISE SPONSORED BY MERION REALTY PARTNERS OR MAINLINE INVESTMENT PARTNERS. SPECIFIC INFORMATION ABOUT THESE PRIVATE FUNDS MAY BE FOUND ON ADV FORMS OF THE RESPECTIVE SEC-REGISTERED INVESTMENT ADVISERS. LANDMAN SERVES ON BOARDS OF COMPANIES WHERE AFFILIATES HAVE EITHER A CONTROL OR MINORITY INTEREST. HE HAS SERVED ON THE BOARD OF DIRECTORS FOR ZETA GLOBAL HOLDINGS CORP (NYSE: ZETA) LOCATED IN NEW YORK, NY (SINCE IPO IN JUNE 2021). HE HAS ALSO SERVED AS DIRECTOR OF CARETUNER INC. IN DELAWARE (PREVIOUSLY CTRLM HEALTH SINCE MARCH 2020). MR. LANDMAN IS ALSO A SENIOR ADVISOR FOR CONGRESS WEALTH MANAGEMENT, LLC IN BOSTON, MA (SINCE ITS ACQUISITION OF MAINLINE PRIVATE WEALTH, LLC IN SEPTEMBER 2023). LANDMAN IS ALSO A DIRECTOR/SHAREHOLDER/EXEC OFFICER OF AFFILIATED JV INC. MR. LANDMAN IS A DIRECTOR/SHAREHOLDER OF MERION RM INC. WHICH IS THE SOLE MEMBER OF MERION REALTY MANAGEMENT LLC, A PROPERTY MANAGEMENT COMPANY, AS WELL AS AN OFFICER AND MEMBER/MANAGER OF MRM RESIDENTIAL HOLDINGS, LLC, WHICH IS THE SOLE MEMBER OF MRM RESIDENTIAL MANAGEMENT, LLC, ALSO A PROPERTY MANAGEMENT COMPANY. THE ADDRESS OF ALL ABOVE RELATED BUSINESSES IS 308 E. LANCASTER AVE, WYNNEWOOD PA 19096 UNLESS OTHERWISE NOTED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-09-04

Other Names

• Bill Landman
• Billy Landman