FAIRVIEW ASSET MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $256.0M |
| Discretionary | $256.0M100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $25.6M |
| Employees | 4 |
| Peak AUM | $266.5MMar 2025 |
| AUM CAGR | +2.4% /yrover 3 yrs · 5 filings |
AUM by Client Type
Total AUM
$256M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256M | 3.9% | — | — | — |
| Discretionary AUM | $256M | 3.9% | |||
Key Metrics
| Total AUM | $256.0M |
| Discretionary | $256.0M |
| Employees | 4 |
| Client Accounts | 10 |
| Client Range | 1-10 |
Contact & Location
Address
1959 LOIZA STREET
SAN JUAN PR 00911
Phone
939-318-2556
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$256M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser