Fairlead Asset Management LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 297384
- Registered since
- December 14, 2021
- Website
- www.fairleadstrategies.com
- Fee structure
- Other
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Fairlead Asset Management LLC is a limited liability company that registered with the SEC in 2021 and operates as an institutional registered investment adviser. The firm’s client focus is institutional, and its primary advisory activity is serving as a portfolio manager for investment companies rather than acting as a direct capital allocator to private deals or individual retail accounts. Fairlead is designated as a related adviser to at least one other investment adviser, and it uses a nonstandard fee arrangement described in the source data as "Other." The firm is not positioned as an ESG-focused manager, is not registered as a multi-state adviser, and does not provide pension consulting services. Its ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Daniel Wychulis
Chief Executive OfficerCRD 3079871
Contacts
2 of 2
Katherine Stockton
Founder and Managing PartnerCRD 3085173

William Tamplin
senior technical analystCRD 7422806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 4 Greenwich Office Park
- Time zone
- ET (UTC-5)
- Office locations
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