Fairview Capital Investment Management, LLC
Fairview Capital Investment Management, LLC, founded in 1995 and headquartered in Greenbrae, California, is a boutique investment adviser registered with the SEC. The firm offers personalized wealth management and investment advisory services primarily to individuals, families, trusts, and institutional investors. With approximately 16 employees, Fairview Capital specializes in tailoring its services to client needs, aiming to develop deep, long-term relationships across generations by combining disciplined financial planning with rigorous in-house investment research and portfolio management. The firm serves a client base seeking long-term, tax-efficient asset growth driven by highly researched investment strategies.
Investment Strategy
Fairview Capital employs a disciplined, research-driven investment approach, emphasizing a long-term investment horizon with careful attention to tax efficiency, fees, and client-specific objectives. Portfolios are customized following in-depth consultations to align with each client's financial goals, and are managed using a rigorous internal research process conducted by an experienced team of analysts. The firm's philosophy centers on constructing diversified portfolios of high-quality businesses expected to grow in value over time while managing risk and optimizing for after-tax returns. Fairview also provides holistic wealth management services, including financial planning for estate, retirement, and other life events.
Latest 13F Filing Activity
Fairview Capital Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 165 equity positions with a total 13F market value of $2B. The fund increased holdings in Shift4 Payments, Inc., Amazon.com, Microsoft Corp. among other positions. Fairview Capital Investment Management, LLC reduced exposure to United Parcel Service, Warner Music Group Corp. CL A, Oneok Inc. New Com among others.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LPLA | LPL FINANCIAL HOLDINGS INC | 8.64% | $166.9M | 445,125 | $42.03 | $374.97 | +$13.2M |
L LNG | CHENIERE ENERGY INC | 7.40% | $142.9M | 586,993 | $41.80 | $243.52 | +$4.8M |
G GOOG | ALPHABET INC CL C | 5.12% | $98.9M | 557,312 | $60.77 | $177.39 | +$11.6M |
B BX | BLACKSTONE GROUP LP | 4.98% | $96.3M | 643,923 | $51.80 | $149.58 | +$5.3M |
T TKO | TKO GROUP HOLDINGS INC. | 4.72% | $91.3M | 501,602 | $86.60 | $181.95 | +$13.3M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Research Analyst | United States | |
G Gian-Antonio Perani | Senior Research Analyst | San Rafael, CA , United States | |
J John Dowling | Director of Research | Sausalito, CA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more