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 investment adviser formed as an LLC and registered in 2021. The firm’s stated advisory activity is portfolio management for investment companies, and its client base is institutional rather than retail. Ownership is listed as a combination of a domestic entity and an individual, and the adviser is identified as related to another adviser, which is consistent with a sub-adviser or affiliated-manager structure rather than a standalone retail RIA. Fairlead reports neither multi-state adviser status nor active ESG investing, and it does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 1Tracy Townshend
Partner, COO/CCOCRD 7147397
Contacts
2 of 2KATHERINE STOCKTON
Founder and Managing PartnerCRD 3085173
William Tamplin
Junior 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
- 19 E Elm St
- Time zone
- ET (UTC-5)
- Office locations
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