Fairscale Capital, LLC
Fairscale Capital, LLC is a US-based investment adviser headquartered in Nashua, New Hampshire. The firm reports approximately 3 employees, all investment professionals, and manages assets on behalf of around 445 clients, primarily high net worth individuals and other retail investors. As of 2025, Fairscale Capital, LLC manages roughly $159.1 million in assets. The firm is registered with the SEC (CRD #165535) and files regular 13F disclosures since 2011.
Investment Strategy
Fairscale Capital, LLC implements a diversified investment strategy focused on both individual and high net worth investors. The firm constructs portfolios by investing in a broad range of publicly traded equities and exchange-traded funds, as indicated by its 13F filings. Holdings frequently include large-cap technology and financial stocks, such as NVIDIA, Apple, Microsoft, Visa, and Amazon, along with diversified ETF exposure. The firm appears to emphasize risk-managed, discretionary portfolio management tailored to client objectives.
Top Holdings
Equity Positions (439)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 18.50% | $25.4M | 43,787 | $508.91 | $568.03 | +$5.0M |
N NVDA | NVIDIA CORPORATION COM | 7.63% | $10.5M | 59,007 | $126.57 | $157.99 | +$4.5M |
I IGM | ISHARES EXPANDED TECH SECTOR ETF | 7.19% | $9.9M | 85,267 | $96.09 | $112.34 | +$2.7M |
V VOOV | VANGUARD S&P 500 VALUE ETF | 3.84% | $5.3M | 27,692 | $175.00 | $188.71 | +$153.4K |
A AAPL | APPLE INC COM | 3.52% | $4.8M | 23,320 | $216.12 | $205.17 | -$58.8K |