Fairview Capital - Investment Advisers

About Fairview Capital

Fairview Capital Investment Management, LLC is an investment adviser headquartered in Greenbrae, California. Founded in 1995, the firm reports regulatory assets under management of $2.03 billion and 17 employees. As of December 31, 2025, it managed more than $2 billion for individuals, families, trusts and institutional investors. The firm appears among investment advisers in California in this directory. Clients typically need at least $2 million to invest, and the firm often works with several members of one family across generations. Its team coordinates with clients' estate attorneys, accountants, trustees and philanthropic advisors on complex situations. Fairview has offices in Greenbrae and Pittsburgh, Pennsylvania, and says it has grown mainly through referrals rather than a sales force. It describes itself as independent and employee-owned, and states that it has a fiduciary duty to its clients. Investment research is handled in-house by a team led by a Director of Research, which monitors portfolio holdings and makes investment decisions for clients. The firm emphasizes long-term investing, tax efficiency and careful attention to fees. It is also included in the US investment adviser directory.

Key Facts

Assets Under Management

$2.03B

Employees

17

SEC File Number

801-55385