← Back to searchVisit website
FAIRLEAD STRATEGIES LLC
CRD 341167 · SEC 801-135774
19 EAST ELM STREET, 2ND FLOOR, GREENWICH, CT, 06830, United States
Phone
203-872-6500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 3 advisory reps; 89 broker-dealer reps
Clients
—
Fees
Subscription fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Publication of periodicalsMarket timingEducational seminarsPORTFOLIO ANALYSIS AND RESEARCH CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | — |
| Investment companies | 1 | — |
| Pooled investment vehicles | 6 | — |
| Other investment advisers | 41 | — |
States served
CA, IL, MA, NY, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD