# Fairview Asset Management LLC

> Fairview Asset Management LLC is an SEC-registered investment advisory firm in San Juan, PR, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 322976
- Filed as: FAIRVIEW ASSET MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Juan, PR
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322976
- AdvisorCensus page: https://advisorcensus.com/firm/fairview-asset-management-llc-san-juan-pr-322976

## Quick answers

**How is Fairview Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fairview Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fairview Asset Management LLC located?**
Fairview Asset Management LLC's principal office is in San Juan, PR, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fairview Asset Management LLC registered with the SEC or a state?**
Fairview Asset Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322976.

**How much does Fairview Asset Management LLC manage?**
Fairview Asset Management LLC reports $256,000,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Fairview Asset Management LLC's assets and staff changed since 2023?**
In the Form ADV data for Fairview Asset Management LLC: Regulatory assets under management: $235,775,000 in the October 2024 data and $256,000,000 in the October 2026 data, up 9%. Total employees: 1 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fairview Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Fairview Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322976

**What changed in Fairview Asset Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 4.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $256,000,000
- Discretionary: $256,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $256,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Seattle, WA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 1 | October 31, 2022 |
| October 2024 | $235,775,000 | 1 | March 27, 2024 |
| October 2025 | $266,454,045 | 1 | March 28, 2025 |
| October 2026 | $256,000,000 | 4 | March 24, 2026 |

Regulatory assets under management: $235,775,000 in the October 2024 data and $256,000,000 in the October 2026 data, up 9%.
Total employees: 1 in October 2023 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairview Asset Management LLC (CRD 322976): Form ADV filing data as of October 2026.