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FAIRMOUNT FUNDS MANAGEMENT LLC

WEST CONSHOHOCKEN, PA · CRD 284844 · IAPD ↗ · fairmountfunds.com · 267-262-5300

$5.80BRegulatory AUM
12Advisory reps
30Employees
0Clients
n/aPlanning clients
6Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — FAIRMOUNT FUNDS MANAGEMENT LLC reported RAUM up 83% ($3.17B -> $5.80B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
52
April 2025 — FAIRMOUNT FUNDS MANAGEMENT LLC reported RAUM up 39% ($2.28B -> $3.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2025 — FAIRMOUNT FUNDS MANAGEMENT LLC grew from 11 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — FAIRMOUNT FUNDS MANAGEMENT LLC reported RAUM up 54% ($1.48B -> $2.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — FAIRMOUNT FUNDS MANAGEMENT LLC grew from 6 to 11 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.