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FAIRVIEW CAPITAL PARTNERS, LLC

WEST HARTFORD, CT · CRD 161258 · IAPD ↗ · 860-674-8066

$2.49BRegulatory AUM
12Advisory reps
26Employees
26Clients
n/aPlanning clients
26Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
February 2025 — FAIRVIEW CAPITAL PARTNERS, INC. is now doing business as FAIRVIEW CAPITAL PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
30
May 2024 — FAIRVIEW CAPITAL PARTNERS, INC. filed an Item 4A succession naming FAIRVIEW CAPITAL PARTNERS, INC. (CRD 161258) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
57
April 2024 — FAIRVIEW CAPITAL PARTNERS, INC. grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.