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Fairview Capital Partners Iii, L.L.C. (West Hartford)


Fairview Capital Partners Iii, L.L.C. is a large advisory firm based in West Hartford. It manages $54.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.

Fairview Capital Partners Iii, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fairview Capital Partners Iii, L.L.C: assets under management

The assets under management (AUM) of Fairview Capital Partners Iii, L.L.C. is $54.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $54.5 million each.
Fairview Capital Partners Iii, L.L.C has custody of $1.06 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fairview Capital Partners Iii, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Hartford

The principal office where Fairview Capital Partners Iii, L.L.C. performs its advisory services is located at 75 Isham Road, West Hartford, CT 06107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-674-8066 or by fax 860-678-5108. The normal business hours are 9a.m. - 5 p.m. on Monday - Friday.


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