Leatherback Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lakewood, NJ. Its latest Form ADV filing, dated March 12, 2026, reports $170M in regulatory assets under management, 3 employees, and 23 accounts.
Assets Under Management
$170M
Employees
3
Offices
--
Total Clients
12
Primary office
LAKEWOOD, NJ
1750 CEDARBRIDGE AVENUE, SUITE 2, LAKEWOOD, NJ, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
12
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$170Mas of March 12, 2026
Discretionary66.5%
$113M
67% of total RAUM66.5%
Non-discretionary33.5%
$57M
33% of total RAUM33.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$170M
Total Accounts23
10Y AUM Change+$30M (+21.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee4:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.