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FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
CRD 314171 · SEC 801-121341
CA, United States
Phone
1(540) 905-5858
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.7M
Discretionary AUM
$147.7M
Team
7 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-27
Disciplinary history
Yes
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $30.0M |
| High net worth individuals | 3 | $8.0M |
| Pension/profit sharing plans | 17 | $7.5M |
| Other investment advisers | 10 | $102.2M |
| Corporations/business entities | 1 | $35K |
States served
CA, GA, MD, MN, NJ, NY, OH, PA, SC, TN, UT, VA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD