FAIRVIEW CAPITAL PARTNERS, INC.

Adviser information for FAIRVIEW CAPITAL PARTNERS, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Other (specify)
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	27
Investment Advisory/Research	12
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	26	$2.7B
Non-Discretionary	0	$0
Total	26	$2.7B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	66	$2.7B
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for pooled investment vehicles
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-74743
SEC ERA File Number	801-74743
SEC CIK Numbers	None
SEC CRD Numbers	161258
Legal Entity Identifier	None

Principal Office

75 ISHAM ROAD
SUITE 200
WEST HARTFORD
CT
United States

Monday - Friday, 9AM - 5PM

Tel: 860-674-8066, Fax: 860-678-5108

Websites

www.linkedin.com/company/fairview-capital twitter.com/fairviewcapital www.fairviewcapital.com www.youtube.com/channel/ucydxhnurb-wok_bv0xhda7a

Chief Compliance Officer

CRYSTAL FLOYD

CORPORATE CONTROLLER

75 ISHAM

SUITE 200

WEST HARTFORD

CT

United States

Tel: 8606748066

Fax: 8606785108

C*****@******************M

(Full email address available in API data)

Regulatory Contact

KOLAWOLE OLOFINBOBA

MANAGING PARTNER

75 ISHAM ROAD

SUITE 200

WEST HARTFORD

CT

United States

Tel: 8606748066

Fax: 8606785108

K**********@******************M

(Full email address available in API data)

Industry Affiliates

FAIRVIEW CONSTITUTION MANAGEMENT II LLC	Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
FAIRVIEW CONSTITUTION MANAGEMENT III, LLC	Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
FAIRVIEW CONSTITUTION MANAGEMENT IV LLC	Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
FAIRVIEW CONSTITUTION MANAGEMENT LLC	Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles
FAIRVIEW CONSTITUTION MANAGEMENT V, LLC	Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
FAIRVIEW CAPSTONE PARTNERS II, LP	Private Equity Fund	$53.0M	$5.0M	2
FAIRVIEW CAPSTONE PARTNERS, LP	Private Equity Fund	$46.7M	$5.0M	2
FAIRVIEW EVERSOURCE OPPORTUNITY FUND, LP	Venture Capital Fund	$108.7M	$5.0M	2
FAIRVIEW FOUNDATIONS EMERGING MANAGERS FUND II, L.P.	Private Equity Fund	$29.5M	$5.0M	5
FAIRVIEW FOUNDATIONS EMERGING MANAGERS FUND, L.P.	Private Equity Fund	$92.3M	$5.0M	8
FAIRVIEW LONE STAR FUND II, LP	Private Equity Fund	$39.9M	$5.0M	2
FAIRVIEW LONE STAR FUND III, LP - SERIES A	Private Equity Fund	$24.9M	$5.0M	2
FAIRVIEW LONE STAR FUND III, LP - SERIES B	Private Equity Fund	$19.9M	$5.0M	2
FAIRVIEW LONE STAR FUND, LP	Private Equity Fund	$58.4M	$5.0M	2
FAIRVIEW NYL EMERGING MANAGERS FUND I, L.P.	Private Equity Fund	$198.4M	$5.0M	3
FAIRVIEW OPPORTUNTITY FUND, LP	Private Equity Fund	$47.2M	$5.0M	2
FAIRVIEW PRIVATE MARKETS FUND IV, LP	Venture Capital Fund	$149.8M	$5.0M	10
FAIRVIEW PRIVATE MARKETS FUND V, LP	Venture Capital Fund	$66.7M	$5.0M	11
FAIRVIEW PRIVATE MARKETS FUND VI, L.P.	Venture Capital Fund	$116.6M	$5.0M	36
FAIRVIEW SPECIAL OPPORTUNITIES FUND II, LP	Venture Capital Fund	$179.0M	$5.0M	2
FAIRVIEW SPECIAL OPPORTUNITIES FUND LP	Venture Capital Fund	$406.5M	$5.0M	2
FAIRVIEW VC INCLUSION FUND, LP	Private Equity Fund	$48.8M	$5.0M	2
FAIRVIEW VENTURES FUND II-NY, LP	Venture Capital Fund	$7.8M	$5.0M	2
FAIRVIEW VOLUNTEER SPECIAL PURPOSE FUND, LP	Venture Capital Fund	$38.8M	$5.0M	2
KEYSTONE LEGACY FUND LLC	Venture Capital Fund	$232.8M	$5.0M	1
LINCOLN FUND I, L.P. - SERIES B	Private Equity Fund	$100.7M	$5.0M	2
LINCOLN FUND I, L.P. - SERIES C	Private Equity Fund	$100.5M	$5.0M	2
LINCOLN FUND I, LP	Private Equity Fund	$105.1M	$5.0M	2
NEW YORK/FAIRVIEW EMERGING MANAGERS FUND, LP	Private Equity Fund	$44.0M	$5.0M	4
NJ HIGH POINT VC FUND, L.P.	Venture Capital Fund	$200.4M	$5.0M	2
NY LEGACY VENTURE CAPITAL FUND LP	Venture Capital Fund	$160.5M	$5.0M	2

Control Persons

Name	Type	Entity	Title	Since	Ownership
PRICE, JOANN, HARRIS	Individual	–	PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.	09/1994	50-75%
MORSE, LAURENCE, CORNELIUS	Individual	–	CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC.	09/1994	50-75%
SHIRLEY, EDWIN, SAMUEL	Individual	–	SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC.	01/2015	< 5%
FLOYD, CRYSTAL, DENISE	Individual	–	CHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, INC.	01/2015	< 5%
OLOFINBOBA, KOLAWOLE, AYODEJI	Individual	–	MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC.	01/2015	< 5%
MATTAMANA, ALAN, ISAAC	Individual	–	MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC.	01/2024	< 5%
VACHHANI, AAKAR, R	Individual	–	MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC	01/2024	< 5%
Quaye, Kwesi	Individual	–	OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.	06/2023	< 5%

No. Employees, Historic

RAUM, Historic

No. Clients, Historic