FAIRVIEW ASSET MANAGEMENT LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 322976
- Registered since
- December 2, 2022
- Website
- www.fpinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Ian McCarthy
Managing DirectorCRD 7638195
CARSON RASMUSSEN
PrincipalCRD 6313349
NELS STEMM
PrincipalCRD 6313348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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