Leatherback Asset Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$35M
Discretionary
$35M
100% of AUM
Avg account
$35M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
310252
Registered since
September 2, 2020
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Leatherback Asset Management, LLC is an institutional registered investment adviser organized as a limited liability company and SEC-registered in 2020. The firm’s stated business activity is portfolio management for investment companies, and it serves an institutional client base. Leatherback charges fees as a percentage of assets under management. The firm is not an active ESG investor and does not act as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Michael Winter

    Michael Winter

    Founder & CEOCRD 5286117

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2000 Pga Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth