FAIRFIELD, BUSH & CO.
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
FINTRXOverview
Fairfield, Bush & Co is an independent registered investment adviser organized as a corporation and in business since 1973. The firm serves both individual and institutional clients, providing portfolio management for individuals, small businesses, and business or institutional accounts. Its revenue model combines percentage-of-AUM fees and fixed fees. Fairfield, Bush & Co does not position itself as a capital allocator and is not identified as an active ESG investor, pension consultant, multi-state adviser, or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- US Government Bonds7%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds2%
Contacts
3 of 3ERIK PEARSON
Director of ResearchCRD 5648003
CHARLES KRAUSE
President and Managing DirectorCRD 2169396
MICHAEL CARLIN
Head TraderCRD 5781386
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$10.1M in ETFs
100%
$10.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $1.6M | 3,713 | 15.81% |
Location
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
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