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FAIRLEAD ASSET MANAGEMENT LLC

GREENWICH, CT · CRD 297384 · IAPD ↗ · 203-872-6500

$271.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
8States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
March 2026 — FAIRLEAD STRATEGIES is now doing business as FAIRLEAD ASSET MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
63
February 2026 — FAIRLEAD STRATEGIES reported RAUM up 26% ($215.4M -> $271.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.