Investment adviser · CRD 341167
FAIRLEAD STRATEGIES LLC
Investment adviser filing (IA)
GREENWICH, CT, United States · Form ADV filed Aug 17, 2026
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 34 | Not reported | Not reported |
| Investment companies | 1 | Not reported | Not reported |
| Pooled investment vehicles | 6 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | 41 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2125602 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Publication of newsletters · Market timing · Educational seminars
Compensation
Subscription
Principal office
4 GREENWICH OFFICE PARKGREENWICH, CT, 06831, United States
CRD 341167
Filing source
Form ADV 2125602 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.