FAIRVIEW ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2022
Total AUM
$256M
Discretionary
$256M
100% of AUM
Avg account
$25.6M
Accounts
10
Employees
4
Advisory reps
3

Firm details

Headquarters
SAN JUAN, PR
CRD number
322976
Registered since
December 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairview Asset Management LLC is an SEC-registered investment adviser formed as an LLC in 2022 that focuses on managing pooled investment vehicles for institutional clients. The firm is organized primarily as a real estate and hedge-fund manager and positions itself as a multifaceted fund manager rather than a traditional wealth manager or retirement consultant. Its business model centers on advising closed-end and pooled funds, charging a combination of asset-based fees and performance fees, and structuring vehicles that allow third-party investor capital to participate alongside the firm’s strategies. Fairview is not an ESG-focused investor and is not classified as a pension consultant or a related adviser. The firm is owned by an individual and is set up to serve institutional investors through active portfolio management of its funds rather than direct retail advisory relationships.

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

Contacts

3 of 3
  • Ian McCarthy

    Managing DirectorCRD 7638195

  • CARSON RASMUSSEN

    PrincipalCRD 6313349

  • NELS STEMM

    PrincipalCRD 6313348

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN JUAN, PR

Location

SAN JUAN, PR

Headquartered in SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.

Metro area
San Juan-Bayam_n, PR
Address
1959 Calle Loiza
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth