other names
  • LEATHERBACK INVESTMENTS LLC
  • LEATHERBACK INVESTMENTS

Adviser Profile

As of Date 03/15/2024
Registration status Registration Changed to LEATHERBACK INVESTMENTS LLC
ADV Location LAKEWOOD, NJ, United States
Contact Info (73 xxxxxxx
Websites
AUM* 139,661,847
of that, discretionary 85,852,767
Private Fund GAV* 0
Avg Account Size 4,987,923
SMA’s No
Private Funds 0

Adviser Type

Number of Employees 2

of those in investment advisory functions 2

Client Types

- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees