Fairlead Strategies LLC
Fairlead Strategies LLC is an SEC-registered ria with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Fairlead Strategies LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 341167, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-06-26)
- Firm type
- Ria
- Employees
- 4
- Clients
- 40
- CRD
- 341167
- Ownership
- Townshend, Tracy, Anne; FAIRLEAD HOLDINGS LLC; STOCKTON, KATHERINE, TOWNSHEND; KATHERINE TOWNSHEND STOCKTON REVOCABLE TRUST U/A DATED 11/20/2025, AS AMENDED; KATHERINE STOCKTON AS TRUSTEE OF KATHERINE TOWNSHEND STOCKTON REVOCABLE TRUST U/A DATED 11/20/2025, AS AMENDED
How much AUM does Fairlead Strategies LLC have?
Fairlead Strategies LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Fairlead Strategies LLC?
Disclosed owners and executives of Fairlead Strategies LLC include Townshend, Tracy, Anne, FAIRLEAD HOLDINGS LLC, STOCKTON, KATHERINE, TOWNSHEND, KATHERINE TOWNSHEND STOCKTON REVOCABLE TRUST U/A DATED 11/20/2025, AS AMENDED, KATHERINE STOCKTON AS TRUSTEE OF KATHERINE TOWNSHEND STOCKTON REVOCABLE TRUST U/A DATED 11/20/2025, AS AMENDED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.