Falists
← Back to search

LEATHERBACK INVESTMENTS LLC

CRD 299608 · SEC 801-129879

Visit website

1750 CEDARBRIDGE AVENUE,, SUITE 2, LAKEWOOD, NJ, 08701, United States

Phone

(732) 242-4045

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$169.6M

Discretionary AUM

$112.9M

Team

3 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Pension/profit sharing plans12$40.5M

States served

NJ

All web addresses on file

Official SEC filing: View on IAPD