|
⚲
|
| Leatherback Investments LLC
✚
|
|
|---|---|
| CRD # | 299608 |
| SEC # | 801-129879 |
| CIK # | |
| AUM | $169.6 M (2026-03-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 732-242-4045 |
| Address | 1750 Cedarbridge Avenue, Lakewood, NJ 08701 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 3.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 40.5 |
| (h) Charitable organizations | 0 | 125.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 23 | 169.6 |
| By Discretionary | ||
| Discretionary | 15 | 112.9 |
| Non-Discretionary | 8 | 56.7 |
| Total | 23 | 169.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.6 | |
| Total | 23 | 169.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ZEIT Capital LLC
✚
|
0.2 | |
|
G Dewayne McAnally LLC
✚
|
OK | 0.2 |
|
Larimer Capital Corp
✚
|
CO | 0.2 |
|
GTS Financial LLC
✚
|
MN | 0.2 |
|
del Mar Wealth Management Inc
✚
|
CA | 0.2 |
|
OT Financial LLC
✚
|
OH | 0.2 |
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |
|
Titanium Advisors LLC
✚
|
MA | 0.2 |
|
Cedar Spring Advisors LLC
✚
|
0.2 | |
|
Peltoma Capital Partners LLC
✚
|
0.2 |