SourcingSourcing

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

C45
CRD 108102·SEC 801-55385·GREENBRAE, CA
AUM
$2.03B
$1B+
Est. Revenue
$20.3M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CRD
108102
SEC file #
801-55385
EIN
832646266
DBA names
Fairview Capital

Economics

AUM
$2.03B
AUM band
$1B+
AUM trajectory
'20'26
$1.83B → $2.03B▲ +11%
Client mix
Individuals High Net Worth241

Operations

Employees (total)
17
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
10 advisors → 8 advisors▼ -20%
Primary office
GREENBRAE CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
fairviewcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATHIESON, ANDREW, FRICKE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MATHIESON, ANDREW, FRICKE
THE MATHIESON FAMILY TRUST U/A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FAIRVIEWCAP.COM
Rdap Domain Creation Date
1998-08-14T04:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Compensation Trajectory 3y
20250
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001760421
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2018-12-03
Edgar Last Filing Date
2026-02-05
Edgar Form D Count
9
Edgar Form D Offerings
2026-02-052026-02-05 · 0000935836-26-000067
2025-02-212025-02-21 · 0000935836-25-000190

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Northern Trust2
Edgar Addresses
Mailing
300 DRAKES LANDING ROAD, SUITE 290GREENBRAE, CA 94904
Business
300 DRAKES LANDING ROAD, SUITE 290GREENBRAE, CA 94904
Edgar EIN
832646266
Edgar Recent Filings
D/A2026-02-05 · 0000935836-26-000067
D/A2025-02-21 · 0000935836-25-000190
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-13T04:00:00Z
Rdap Domain Last Changed
2025-06-14T08:45:17Z
Rdap Nameservers
Ns1-34.azure-dns.comNs2-34.azure-dns.netNs3-34.azure-dns.orgNs4-34.azure-dns.info
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2216867
Trust Company Affiliate
No

People (5)

5
ANDREW FRICKE MATHIESON
Direct Owner · 62.5%
2216867
NAKAMURA, MARCIA
Direct Owner · 17.5%
2283703
AHLEMEYER, BRIAN, WILLIAM
Direct Owner · 17.5%
4129246
JACOB WILLIAM MILLER
Direct Owner · 17.5%
4819068
MARIA-ELENA MORELLI RONER
Direct Owner · 7.5%
4891867