|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Leatherback Investments LLC
✚
|
|
|---|---|
| CRD # | 299608 |
| SEC # | 801-129879 |
| CIK # | |
| AUM | $157.0 M (2025-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 732-242-4045 |
| Address | 1750 Cedarbridge Avenue, Lakewood, NJ 08701 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 4.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 28.7 |
| (h) Charitable organizations | 0 | 123.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 157.0 |
| By Discretionary | ||
| Discretionary | 14 | 90.8 |
| Non-Discretionary | 8 | 66.1 |
| Total | 22 | 157.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 157.0 | |
| Total | 22 | 157.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Block Wealth Management Inc
✚
|
0.2 | |
|
Fjell Capital LLC
✚
|
ND | 0.2 |
|
Investment Consultants LLC
✚
|
0.2 | |
|
MWS Capital Consultants LLC
✚
|
IL | 0.2 |
|
Algorithmic Investment Models LLC
✚
|
MA | 0.2 |
|
Prosperity Road LLC
✚
|
CA | 0.2 |
|
Outfitter Financial LLC
✚
|
ME | 0.2 |
|
Bautis Financial LLC
✚
|
NJ | 0.2 |
|
MCS Financial Advisors LLC
✚
|
0.2 | |
|
Moment Private Wealth LLC
✚
|
MO | 0.2 |