SourcingSourcing

LEATHERBACK INVESTMENTS LLC

C46
CRD 299608·SEC 801-129879·LAKEWOOD, NJ
AUM
$169.6M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$509K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEATHERBACK INVESTMENTS LLC
CRD
299608
SEC file #
801-129879
EIN
—
DBA names
—

Economics

AUM
$169.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$157.0M → $169.6M▲ +8%
Client mix
Pension Profit Sharing Plans12

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
LAKEWOOD NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
leatherbackinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FRIED, ELIYAHU
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FRIED, ELIYAHU
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LEATHERBACKINVESTMENTS.COM
Rdap Domain Creation Date
2018-12-20T17:27:02Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
8,634
Form 5500 Compensation Trajectory 3y
20258,634
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
8,634
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1931
Soi Zip Pct 200k Plus
0.0723
Soi Zip Returns 200k Plus
2,640
Soi Zip Total AGI
3,371,985
Fdic Zip Total Deposits
55,310,978,000
Fdic Zip Branch Count
648
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Santander Bank, N.A.

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
The Central Jersey Bank and Trust CompanyLakewood Township, NJ
The Central Jersey Bank and Trust CompanyLakewood, NJ
Fdic Zip HHI
626.09
Fdic Zip Top Bank Share Pct
11.68
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-20T17:27:02Z
Rdap Domain Last Changed
2023-05-16T19:09:30Z
Rdap Nameservers
Ns1.bluehost.comNs2.bluehost.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI130,321
Returns10,110
Stub 2
AGI388,223
Returns10,510
Stub 3
AGI353,374
Returns5,800
Soi Zip Total Business Income
201,620
Soi Zip Total Cap Gains
483,956
Soi Zip Total Dividends
58,379
Soi Zip Total Returns
36,510
Top Owner CRD
6116003
Trust Company Affiliate
No

People (2)

2
FRIED, ELIYAHU
IAR · Direct Owner · 87.5%
6116003
NINA SHAW
IAR
2932975