LEATHERBACK INVESTMENTS LLC

RIASEC RegisteredEst. 2024

Total AUM

$170M

Discretionary

$113M

67% of AUM

Avg account

$7.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: LAKEWOOD, New Jersey
CRD number: 299608
Registered since: April 10, 2024
Website: leatherbackinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations74.24%
Pension & Profit Sharing Plans23.91%
HNWI1.85%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Leatherback Investments LLC is a small, institutional-focused advisory firm organized as a limited liability company and registered with the SEC in 2024. The firm describes itself as a capital allocator that blends discretionary portfolio management with the selection of outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Leatherback charges clients on a percentage-of-AUM and fixed-fee basis. On the investment side, Leatherback leans heavily on public funds and mutual funds for core exposure while supplementing portfolios with externally managed alternative positions—chiefly real estate funds. The firm is not an active ESG investor and operates as a single-state adviser per its filing. Custody and execution are centralized with Charles Schwab & Co., Inc.