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Fairview Capital Iinvestment Management LLC (Larkspur)


Fairview Capital Iinvestment Management LLC is a large advisory firm based in Larkspur. It manages $272.22 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Fairview Capital Iinvestment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fairview Capital Iinvestment Management: assets under management

The assets under management (AUM) of Fairview Capital Iinvestment Management LLC is $272.22 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $272.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fairview Capital Iinvestment Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where Fairview Capital Iinvestment Management LLC performs its advisory services is located at 100 Larkspur Landing Circle, Larkspur, CA 94939 1705, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-464-4640 or by fax 415-464-0290. The normal business hours are 6:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.fairviewcap.com.


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