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FAIRVIEW CAPITAL
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 108102 · SEC 801-55385
300 DRAKE'S LANDING ROAD, SUITE 250, GREENBRAE, CA, 94904-2498, United States
Phone
415-464-4640
Fax
415-464-0290
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.03B
Team
17 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 241 | $1.74B |
States served
VT, AZ, CA, NY, OR, PA, WA, NH, HI, FL
All web addresses on file
Official SEC filing: View on IAPD