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 a limited liability company that registered with the SEC in 2026 and operates as an adviser to both individual and family clients and institutions. The firm is structured as a domestic entity with individual ownership and is identified as a related adviser to another investment adviser entity. It is not classified under a specific adviser category in the available data. The firm bills clients via subscription fees rather than an asset-based advisory fee schedule. Its advisory activities emphasize content and timing services: publication of periodicals or newsletters, market-timing services, and educational seminars or workshops. Fairlead Strategies is not identified as an active ESG investor, does not serve as a capital allocator, and is not positioned as a pension consultant. It also does not operate as a multistate adviser.
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
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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