Fairlead Strategies LLC
Firm details
- Headquarters
- Greenwich, Connecticut
- CRD number
- 341167
- Registered since
- April 3, 2026
- Fee structure
- Subscription Fees
- Services
- Publication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fairlead Strategies LLC is organized as a limited liability company and registered with the SEC in 2026. The firm serves both individual & family clients and institutional clients and bills clients via a subscription-fee model rather than an asset-based fee. Its advisory offering centers on publishing market commentary and educational content and on providing market-timing services; the firm also runs seminars and workshops. Those activities suggest the business is oriented toward distributing investment ideas and timing signals as a product, rather than functioning primarily as a traditional discretionary asset manager. Operational attributes in the public snapshot indicate Fairlead Strategies is not a capital allocator and is not positioned as a pension consultant. It is not identified as an active ESG investor, and it is not registered as a multistate adviser. The filing also notes an affiliation as a related adviser and lists the firm under the broad category “other investment adviser,” which reinforces a nontraditional adviser model anchored in publication and education.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Tracy Townshend
Partner, COO/CCOCRD 7147397
Contacts
2 of 2
William Tamplin
senior technical analystCRD 7422806

Katherine Stockton
Founder and Managing PartnerCRD 3085173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greenwich, CT
Fairfield
Location
Greenwich, CT
Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 19 E Elm St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Sarissa Capital Management LP
RIAGreenwich, CT
Edgewood Management LLC
RIAGreenwich, CT
Night Owl Capital Management, LLC
RIAGreenwich, CT
Verition Fund Management LLC
RIAGreenwich, CT
Gamco Asset Management Inc.
RIAGreenwich, CT
Paloma Partners Management Company
RIAGreenwich, CT