FAIRVIEW ASSET MANAGEMENT LLC

1959 Loiza Street
Suite 401
San Juan, Puerto Rico 00911
Tel: 939-318-2556

About FAIRVIEW ASSET MANAGEMENT LLC

FAIRVIEW ASSET MANAGEMENT LLC, formally registered with the SEC as FAIRVIEW ASSET MANAGEMENT LLC. The firm was established in 12/02/2022. They have over 2 offices throughout the country.

FAIRVIEW ASSET MANAGEMENT LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $235,775,000 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	120-Day Approval
Firm CRD#	322976
SEC#	801-126776
Assets Managed by Firm	$235,775,000
No. of Clients	10
No. of Advisors	1

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$235,775,000

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