FAIRFIELD REALTY ADVISORS LLC

RIASEC RegisteredEst. 2019
Total AUM
$6.2B
Discretionary
$3.5B
57% of AUM
Avg account
$413M
Accounts
15
Employees
370
Advisory reps
4

Firm details

Headquarters
SAN DIEGO, California
CRD number
300633
Registered since
April 11, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairfield Realty Advisors LLC is a real estate-focused asset manager that runs pooled investment vehicles for institutional clients. The firm’s core activity is managing private real estate funds and acting as sponsor or general partner for those pooled vehicles, while also operating in roles tied to commodity pool activity and brokerage for real asset transactions. Its client base is concentrated and institutional, and its compensation model combines percentage-of-AUM fees with performance-based fees, which aligns the firm’s economics with fund performance. Investment preferences skew to direct and pooled real estate exposure, supplemented by listed real estate strategies and commodity-linked positions. The firm is not an active ESG investor and is organized to serve a limited set of large investors rather than a broad retail channel. Affiliations and registrations indicate the firm can act as a commodity pool operator/commodity trading advisor and as a sponsor or managing member of private funds, signaling comfort running both real asset and commodity-oriented pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • SHANT KOUMRIQIAN

    Executive Vice President & COOCRD 7078947

  • SARAH WISEMAN

    Executive Vice President and Chief Financial OfficerCRD 8035963

  • BETH ANN COLEMAN

    Chief Compliance OfficerCRD 4005681

Unlock 1 more executives

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
5355 Mira Sorrento Pl
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth