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LEATHERBACK INVESTMENTS LLC

LAKEWOOD, NJ · CRD 299608 · IAPD ↗ · leatherbackinvestments.com · (732) 242-4045

$169.6MRegulatory AUM
2Advisory reps
3Employees
4Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2024 — LEATHERBACK INVESTMENTS LLC (LAKEWOOD, NJ) is newly SEC-registered with $139.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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