|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fairlead Strategies LLC
✚
|
|
|---|---|
| CRD # | 297384 |
| SEC # | 801-122857 |
| CIK # | |
| AUM | $215.4 M (2025-01-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 203-872-6500 |
| Address | 19 East Elm Street Greenwich, CT 06830 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 215.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 215.4 |
| By Discretionary | ||
| Discretionary | 1 | 215.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 215.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.4 | |
| Total | 1 | 215.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Corepath Wealth Partners LLC
✚
|
AZ | 0.2 |
|
Teeple Wealth Management LLC
✚
|
IN | 0.2 |
|
Adaptation Financial Advisors Inc
✚
|
OK | 0.2 |
|
Parker Financial LLC
✚
|
WA | 0.2 |
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Crew Capital Management Ltd
✚
|
OH | 0.2 |
|
Walker Financial Advisors Inc DBA California 457 Benefits
✚
|
CA | 0.2 |
|
The Holland Group Retirement Wealth Advisors LLC
✚
|
FL | 0.2 |
|
Strategic Retirement Advisors LLC
✚
|
CA | 0.2 |
|
Kiplinger Investment Advisors LLC
✚
|
OH | 0.2 |