← Directory
FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC
CRD 314171File 801-121341
APPROVED
Retail clients
Disclosure events
Filing as of Aug 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$147.7M
Bottom 25% of cohort (national)
Discretionary AUM
$147.7M
Clients
277
277 accounts
Employees
7
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 28, 2021
- Principal office
- Not reported
- Phone
- 1(540) 905-5858
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.7M
- Discretionary AUM
- $147.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 277
- Non-discretionary accounts
- 0
- Total accounts
- 277
- AUM per client
- $533K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $35K |
| Other investment advisers | 10 | $102.2M |
| High net worth individuals | 3 | $8.0M |
| Pension and profit sharing plans | 17 | $7.5M |
| Individuals (other than high net worth individuals) | 246 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 7 | increased by3 |
| Apr 1, 2026 | Clients | 424 | 277 | decreased by147 |
| Apr 1, 2026 | AUM | $151,477,759 | $147,743,575 | decreased by$3,734,184 |
| Apr 1, 2026 | Accounts | 424 | 277 | decreased by147 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 4 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 424 | increased by423 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $151,477,759 | increased by$151,477,759 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 424 | increased by424 |
| Apr 1, 2022 | Employees | 10 | 8 | decreased by2 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FAIRFAX GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FAIRFAX GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.