KT
Katherine Townshend Stockton
CRD 3085173
Firms
| Firm | Role | As of |
|---|---|---|
| Fairlead Asset Management Llc | Registered representative | 07/20/2026 |
| Fairlead Strategies Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cary Street Partners Asset Management Llc
Board Manager · GP / trustee / elected manager · Oct 2024
-
Cary Street Partners Investment Advisory Llc
Board Manager · GP / trustee / elected manager · Oct 2024
-
Fairlead Asset Management Llc
Founder/ Managing Partner · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗