Fairholme Capital Management, L.L.C.

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$26.4M

Accounts

81

Employees

7

Advisory reps

4

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

FINTRX

Overview

Fairholme Capital Management, L.L.C. is an institutional registered investment adviser organized as an LLC that manages portfolios for high-net-worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 1997) and operates on a percentage-of-AUM fee model. Its advisory activities explicitly include portfolio management for individuals and small businesses, investment companies, and other businesses or institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 Equities67%
Cash & Cash Equivalents33%

Owners & executives

3 of 3

Bruce Berkowitz
Founder and Chief Investment OfficerCRD 1190686
Erica Kapahi
Chief Compliance Officer and SecretaryCRD 7224923
Alexander Berkowitz
Chief Legal OfficerCRD 8006377

Contacts

1 of 1

Fernando Font
Vice PresidentCRD 2744579

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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