FAIRHOLME CAPITAL MANAGEMENT, L.L.C.

C44
CRD 107987·SEC 801-54831·SOUTH MIAMI, FL
AUM
$2.14B
$1B+
Est. Revenue
$21.4M
@ 1% on AUM
Est. EBITDA
$6.4M
@ 30% margin
Est. Deal Value
$51.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRHOLME CAPITAL MANAGEMENT, L.L.C.
CRD
107987
SEC file #
801-54831
EIN
000000000
DBA names

Economics

AUM
$2.14B
AUM band
$1B+
AUM trajectory
'20'26
$1.86B → $2.14B▲ +15%
Client mix
Individuals High Net Worth57
Corporations15
Pension Profit Sharing Plans5
Investment Companies2
Charitable Organizations2

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
SOUTH MIAMI FL
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAIRHOLME HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FAIRHOLME HOLDINGS LLC
BERKOWITZ, ALEXANDER, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001566213
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2013-01-22
Edgar Last Filing Date
2017-11-14
Edgar Form D Count
7
Edgar Form D Offerings
2017-03-132017-03-13 · 0000919574-17-002680
2016-03-142016-03-14 · 0000919574-16-011852

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
4400 BISCAYNE BOULEVARD9TH FLOORMIAMI, FL 33137
Business
4400 BISCAYNE BOULEVARD9TH FLOORMIAMI, FL 33137
Edgar EIN
000000000
Edgar Recent Filings
13F-NT2017-11-14 · 0000919574-17-008153
13F-NT2017-08-14 · 0000919574-17-006243
Firm Has Custody
Yes
Mailing Office Differs
Yes
Trust Company Affiliate
No