FAIRLEAD STRATEGIES, LLC

FAIRLEAD STRATEGIES
GREENWICH, Connecticut·1 registered advisor·CRD# 297384
SEC# 801-1228570203-872-6500
01

Firm Overview

AUM
$209M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Market timing services
Other advisory services
Charitable organization or education services
Compensation
Fixed fees
Subscription fees
Other: PERCENTAGE OF MANAGEMENT FEE
03

Specialties

Investment Management
04

Advisors at FAIRLEAD STRATEGIES, LLC

1 registered advisor
Tracy Anne Townshend
GREENWICH, Connecticut
05

Office Locations

GREENWICH, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. FAIRLEAD STRATEGIES, LLC (CRD# 297384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.