Fairlead Strategies LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 341167
- Registered since
- April 3, 2026
- Fee structure
- Subscription Fees
- Services
- Publication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fairlead Strategies LLC is organized as a limited liability company and registered with the SEC in 2026. The firm serves both individual & family clients and institutional clients and bills clients via a subscription-fee model rather than an asset-based fee. Its advisory offering centers on publishing market commentary and educational content and on providing market-timing services; the firm also runs seminars and workshops. Those activities suggest the business is oriented toward distributing investment ideas and timing signals as a product, rather than functioning primarily as a traditional discretionary asset manager. Operational attributes in the public snapshot indicate Fairlead Strategies is not a capital allocator and is not positioned as a pension consultant. It is not identified as an active ESG investor, and it is not registered as a multistate adviser. The filing also notes an affiliation as a related adviser and lists the firm under the broad category “other investment adviser,” which reinforces a nontraditional adviser model anchored in publication and education.
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
Tracy Townshend
Partner, COO/CCOCRD 7147397
Contacts
2 of 2
William Tamplin
senior technical analystCRD 7422806

Katherine Stockton
Founder and Managing PartnerCRD 3085173
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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