FAIRVIEW CAPITAL

Legal name: FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

CRD 108102File 801-55385

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.03B

Top 25% of cohort (national)

Discretionary AUM

$2.03B

Clients

241

730 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Mar 24, 1998
Principal office: 300 DRAKE'S LANDING ROAD, SUITE 250, GREENBRAE, CA, 94904-2498
Phone: 415-464-4640
Website: HTTP://WWW.FAIRVIEWCAP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.03B
Discretionary AUM: $2.03B
Non-discretionary AUM: $0
Discretionary accounts: 730
Non-discretionary accounts: 0
Total accounts: 730
AUM per client: $8.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$256.8M
Charitable organizations	Fewer than 5	$26.7M
High net worth individuals	241	$1.74B
Pension and profit sharing plans	Fewer than 5	$5.7M
Individuals (other than high net worth individuals)	Fewer than 5	$2.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.