# Fairview Capital Partners, LLC

> Fairview Capital Partners, LLC is an SEC-registered investment advisory firm in West Hartford, CT, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 161258
- Filed as: FAIRVIEW CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161258
- AdvisorCensus page: https://advisorcensus.com/firm/fairview-capital-partners-llc-west-hartford-ct-161258

## Quick answers

**How is Fairview Capital Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fairview Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Fairview Capital Partners, LLC located?**
Fairview Capital Partners, LLC's principal office is in West Hartford, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Fairview Capital Partners, LLC registered with the SEC or a state?**
Fairview Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161258.

**How much does Fairview Capital Partners, LLC manage?**
Fairview Capital Partners, LLC reports $2,491,750,116 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Fairview Capital Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Fairview Capital Partners, LLC: Regulatory assets under management: $2,367,683,673 in the October 2021 data and $2,491,750,116 in the October 2026 data, up 5%. Total employees: 26 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fairview Capital Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (26).

**Does Fairview Capital Partners, 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/161258

**What changed in Fairview Capital Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 12.

## 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: $2,491,750,116
- Discretionary: $2,491,750,116
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 26 | $2,491,750,116 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 26 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- 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
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- fairviewcapital.com
- LinkedIn @fairview-capital
- X @FAIRVIEWCAPITAL
- YouTube @UCyDxhnUrB-wOk_bV0xhdA7A

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,367,683,673 | 26 | March 22, 2021 |
| October 2022 | $3,511,697,688 | 26 | March 31, 2022 |
| October 2023 | $2,568,350,413 | 25 | May 31, 2023 |
| October 2024 | $2,676,860,420 | 27 | April 17, 2024 |
| October 2025 | $2,591,115,170 | 25 | March 31, 2025 |
| October 2026 | $2,491,750,116 | 26 | March 31, 2026 |

Regulatory assets under management: $2,367,683,673 in the October 2021 data and $2,491,750,116 in the October 2026 data, up 5%.
Total employees: 26 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 12.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairview Capital Partners, LLC (CRD 161258): Form ADV filing data as of October 2026.
