RIA Intelligence

FAIRLEAD STRATEGIES, LLC

Legal name: FAIRLEAD STRATEGIES

CRD #297384 SEC #801-122857 GREENWICH, CT 203-872-6500
SEC Registered
Total AUM
$215.4M
Discretionary
$215.4M
Employees
4
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
Connecticut
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICHIEF OPERATING OFFICER & MEMBERNA Control
Townshend, Tracy, AnneICOO, CCO AND PARTNERNA Control
Townshend, Tracy, AnneICOO, CCO AND PARTNERNA Control
Townshend, Tracy, AnneICOO, CCO AND PARTNERNA Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING MEMBER &CHIEF COMPLIANCE OFFICERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING PARTNERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING PARTNERE Control
STOCKTON, KATHERINE, TOWNSHENDIFOUNDER/ MANAGING PARTNERE Control

Registrations

Federal

IA
Sep 3, 2025 REGISTERED

Notice Filings (8)

CA CT FL IL MA NE NY TX

Address

19 EAST ELM STREET
2ND FLOOR
GREENWICH, CT 06830
United States
Phone: 203-872-6500