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 an SEC-registered institutional RIA organized as a limited liability company and registered in 2021. Its stated client focus is institutional investors, and its primary advisory activity is portfolio management for investment companies. The firm is not positioned as a capital allocator; rather, it appears to manage assets directly on behalf of an institutional account. Operationally, Fairlead reports a nonstandard fee arrangement (listed as "Other") and is noted as a related adviser to another entity, indicating it may sit inside a broader advisory or sponsor structure. It is not classified as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant.
Assets & Accounts
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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