FAIRHOLME CAPITAL MANAGEMENT, L.L.C.

RIASEC RegisteredEst. 1997
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
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Cash & Cash Equivalents 33%67%
  • Exchange Traded Equities67%
  • Cash & Cash Equivalents33%

Owners & executives

3 of 3
  • BRUCE BERKOWITZ

    Founder and Chief Investment OfficerCRD 1190686

  • ALEXANDER BERKOWITZ

    Chief Legal OfficerCRD 8006377

  • ERICA KAPAHI

    Chief Compliance Officer and SecretaryCRD 7224923

Contacts

1 of 1
  • FERNANDO FONT

    Vice PresidentCRD 2744579

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth