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Tracy Anne Townshend

Fairlead Asset Management LLC

Greenwich, CT

CRD 7147397

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Employer firm

Fairlead Asset Management LLC CRD 297384

$272M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

Current Employers
Fairlead Asset Management Llc

19 East Elm Street 2Nd Floor, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
FL RA APP_PEND_IARCE 2026-01-01
IL RA APP_PEND_IARCE 2026-01-01
NE RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2021-09-22
NY RA APPROVED 2021-08-04
TX RA APPROVED 2021-02-05
CT RA APPROVED 2019-10-23
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • IL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • NE RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2021-09-22
  • NY RA
    APPROVED
    Since 2021-08-04
  • TX RA
    APPROVED
    Since 2021-02-05
  • CT RA
    APPROVED
    Since 2019-10-23

Branch Locations

19 East Elm Street 2Nd Floor, Greenwich, CT 06830 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
1% For The Planet Burlington VT 09/2018 06/2019
Fairlead Strategies Greenwich CT 06/2019 Present
Sugarbush Resort Warren VT 07/2016 09/2018
Fairlead Asset Management Llc Greenwich CT 01/2026 Present
  • 09/2018 → 06/2019
    1% For The Planet
    Burlington, VT
  • 06/2019 → Present
    Fairlead Strategies
    Greenwich, CT
  • 07/2016 → 09/2018
    Sugarbush Resort
    Warren, VT
  • 01/2026 → Present
    Fairlead Asset Management Llc
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-23
  • S65 Uniform Investment Adviser Law Examination
    2019-10-23
Other Names
  • Tracy Lynn

View on SEC IAPD

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Nearby Investors

JOSE ANTONIO MORALES
Ignacio Mendive
KEVIN M NICHOLS

Nearby Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT

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