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FAIRVIEW ASSET MANAGEMENT LLC

SAN JUAN, PR · CRD 322976 · IAPD ↗ · 939-318-2556

$256.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

56
April 2026 — FAIRVIEW ASSET MANAGEMENT LLC grew from 1 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2025 — FAIRVIEW ASSET MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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