FAIRVIEW CONSTITUTION MANAGEMENT IV LLC

RIASEC RegisteredEst. 2012
Total AUM
$140M
Discretionary
$140M
100% of AUM
Avg account
$140M
Accounts
1
Employees
26
Advisory reps
9

Firm details

Headquarters
WEST HARTFORD, Connecticut
CRD number
159304
Registered since
January 3, 2012
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fairview Constitution Management IV LLC is an SEC-registered limited liability company formed in 2012 that acts as an adviser and sponsor to pooled investment vehicles. The firm’s client base is institutional and its compensation is charged as a percentage of assets under management. Its advisory work centers on portfolio management for pooled vehicles, and it also functions in industry roles such as general partner, managing member and sponsor for those vehicles. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • CRYSTAL FLOYD

    Chief Compliance OfficerCRD 5198113

Contacts

3 of 8
  • Kwesi Quaye

    PartnerCRD 7882965

  • LAURENCE MORSE

    Co-Founder & Managing PartnerCRD 4359573

  • AAKAR VACHHANI

    Managing PartnerCRD 5050702

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST HARTFORD, CT

HARTFORD

Location

WEST HARTFORD, CT

Headquartered in WEST HARTFORD, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
HARTFORD
Address
75 Isham Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth