Adam Brett Landau

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 04/2022
  Permit Capital Advisors, Llc
  West Conshohocken, PA
• 04/2022 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2022-04-21 → 2022-05-11
  Permit Capital Advisors, Llc
  West Conshohocken, PA
• 1998-09-30 → 2002-12-18
  Drexel Morgan Capital Advisers, Inc.
  King Of Prussia, PA

Other Businesses

1) Elevate EyeCare, not investment-related, 100 Front Street, 9th floor, West Conshohocken, PA 19428, optometry roll-up, board member, February 2022, 1 hour per month, none during securities trading hours, fiduciary oversight 2) GOTTA Sports, not investment-related, 100 Church Street, Alpine, NJ, tennis-related technology, board member, October 2020, 3 hours per month, none during securities trading hours, business strategy 3) A Meaningful Purpose, not investment-related, 5075 Spruce Avenue, Egg Harbor Township, NJ 08234, Oversight of Reed's Organic Farm, dedicated to alleviating food insecurity in the community and providing workforce development and therapy to individuals with special needs, board member/chairman, July 2021, 1 hour per month, none during securities trading hours, fiduciary oversight 4) Women's Way, not investment-related, 123 S. Broad Street, #1320, Philadelphia, PA 19109, Healthcare and financial literacy support for economically disadvantaged women and girls in the Philadelphia region, board member, February 2019, 1 hour per month, none during securities trading hours, fiduciary oversight 5) Field Center for Children's Policy, Practice & Research, not investment-related, 3815 Walnut Street, Philadelphia, PA 19104, Child welfare advocacy for abused and neglected children, Advisory Board Member, November 2016, 1 hour per month, none during securities trading hours, fiduciary oversight 6) Dream Camp, 750 Haverford Road, Bryn Mawr, PA 19010, Provides summer camp opportunities for economically disadvantaged children, board member, May 2021, 1 hour per month, none during securities trading hours, fiduciary oversight 7) Bancroft, not investment-related, 1255 Caldwell Road, Cherry Hill, NJ 08003, Education and housing for children and adults with special needs, board member, November 2015, 1 hour per month, none during securities trading hours, fiduciary oversight 8) Zenith Wealth Partners, investment-related, 2400 Market St. #216, Philadelphia, PA 19103, Financial planning for minorities, Board Member, January 2022, 2 hours per quarter, none during securities trading hours, fiduciary oversight 9) Adam Landau is a managing member or authorized principal of unregistered funds managed by Sage Advisors, LLC: One Tower Funds; Liberty Permit Energy Funds; GW Equity Fund, LLC; and Philadelphia Community Impact Fund, LLC. Mr. Landau maintains a profit interest in these funds. Mr. Landau is a managing member or authorized principal of general partners of unregistered funds: Permit Capital Advisors, LLC; Avonwood Capital GP LLC; Fisher Road, LLC; Liberty Permit Energy Infrastructure GP LLC; Liberty Permit Energy Vehicle LLC; and One Tower GP, LLC. Mr. Landau maintains a profit interest in funds managed by these general partners. Mr. Landau is a managing member or authorized principal of Permit QOZ Fund I, LLC. Mr. Landau maintains a profit interest in this fund. 10) Mr. Landau is a compensated advisor to Bundi, LLC, a single-family office, where he oversees the investment advisor. He devotes 2 hours per month during business hours toward this other business activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-21
• S63 Uniform Securities Agent State Law Examination
  1994-07-15