Fairfield, Bush & Co

RIASEC RegisteredEst. 1973

Total AUM

$589M

Discretionary

$251M

43% of AUM

Avg account

$2.3M

Accounts

253

Employees

5

Advisory reps

3

Firm details

Headquarters: Darien, Connecticut
CRD number: 105970
Registered since: September 24, 1973
Website: fairfieldbush.com
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.99%
Individuals9.95%
Charitable Organizations1.38%
Corporations / Businesses0.68%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fairfield, Bush & Co. is an independent registered investment adviser that has been SEC-registered since 1973. The firm serves both individual and family clients as well as institutional and business accounts, offering portfolio management for individuals/small businesses and for businesses or institutions. Compensation comes through a mix of percentage-of-assets and fixed fees. Fairfield, Bush does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities87%
US Government Bonds7%
Cash & Cash Equivalents4%
Public Funds/Mutual Funds2%

Contacts

3 of 3

Erik Pearson
Director of ResearchCRD 5648003
Charles Krause
President and Managing DirectorCRD 2169396
Michael Carlin
Head TraderCRD 5781386

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 29

Active vs passive

$11.9M in ETFs

Passive

100%

$11.9M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$1.4M	3,783	11.75%

Unlock additional holdings →

Primary office

Darien, CT

Fairfield

Location

Darien, CT

Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: Fairfield
Address: 320 Boston Post Rd
Time zone: ET (UTC-5)
Office locations

Similar firms

Northern Right Capital Management, L.P.

Darien, CT

AUM $553MTEAM 6REPS 2

Solas Capital Management, LLC

Darien, CT

AUM $629MTEAM 4REPS 3

Varcov Co

Darien, CT

AUM $550MTEAM 2REPS 2

Fairbridge Asset Management LLC

Darien, CT

AUM $535MTEAM 17REPS 5

Morse Asset Management, Inc.

Darien, CT

AUM $534MTEAM 6REPS 5

Caravela Energy Partners LP

Darien, CT

AUM $529MTEAM 16REPS 2

More RIAs in Darien →All Connecticut RIAs →