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Building 2LEATHERBACK INVESTMENTS LLC

Map pinLAKEWOOD, NJ
Phone(732) 242-4045
NotebookSEC #801-129879
Total AUM
$169.6M
Employees
3
Clients
14

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1750 CEDARBRIDGE AVENUE,
SUITE 2
LAKEWOOD
NJ 08701
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(732) 242-4045

ReceiptFinancials

Total AUM
$169.6M
Accounts
23
Discretionary
$112.9M
Accounts
15
Non-Discretionary
$56.7M
Accounts
8

ContactClients

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HNW Individual Clients
1
AUM
$3.1M
Pension/Profit Sharing Plan Clients
12
AUM
$40.5M
Charitable Organization Clients
1
AUM
$125.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJ

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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