Fairlead Asset Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$272M
Discretionary
$272M
100% of AUM
Avg account
$272M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
297384
Registered since
December 14, 2021
Fee structure
Other
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Daniel Wychulis

    Daniel Wychulis

    Chief Executive OfficerCRD 3079871

Contacts

2 of 2
  • Katherine Stockton

    Katherine Stockton

    Founder and Managing PartnerCRD 3085173

  • William Tamplin

    William Tamplin

    senior technical analystCRD 7422806

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth