FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
Firm details
- Headquarters
- SOUTH MIAMI, Florida
- CRD number
- 107987
- Registered since
- August 21, 1997
- Website
- www.fairholmecapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, JEFFERIES LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies77.96%
- Corporations / Businesses11.75%
- HNWI4.89%
- Charitable Organizations4.07%
- Pension & Profit Sharing Plans1.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fairholme Capital Management, L.L.C. is an SEC-registered investment adviser organized as an LLC and in operation since 1997. The firm manages portfolios for a mix of individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include portfolio management for individuals and small businesses, investment companies, and other business or institutional clients. The firm is not classified as an active ESG investor and is not identified as a multi-state adviser in the provided snapshot.
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 Equities67%
- Cash & Cash Equivalents33%
Owners & executives
3 of 3BRUCE BERKOWITZ
Founder and Chief Investment OfficerCRD 1190686
ALEXANDER BERKOWITZ
Chief Legal OfficerCRD 8006377
ERICA KAPAHI
Chief Compliance Officer and SecretaryCRD 7224923
Contacts
1 of 1FERNANDO FONT
Vice PresidentCRD 2744579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH MIAMI, FL
MIAMI DADE
Location
SOUTH MIAMI, FL
Headquartered in SOUTH MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 5966 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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