SourcingSourcing

FAIRVIEW ASSET MANAGEMENT LLC

C40
CRD 322976·SEC 801-126776·SAN JUAN, PR
AUM
$256.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$768K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRVIEW ASSET MANAGEMENT LLC
CRD
322976
SEC file #
801-126776
EIN
—
DBA names
—

Economics

AUM
$256.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$266.5M → $256.0M▼ -4%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
1 advisors → 4 advisors▲ +300%
Primary office
SAN JUAN PR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RASMUSSEN, CARSON, ANDREW
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
RASMUSSEN, CARSON, ANDREW
STEMM, NELS, DENSON
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Census Median Hh Income
38,125
Census High Income Households
321
Census Median Age
48.5
Census Pop 65 66 Total
159
Census Total Households
3,724
Fdic Zip Total Deposits
6,071,081,000
Fdic Zip Branch Count
87
Fdic Zip Top Banks
Banco Popular de Puerto Rico
Banco Santander Puerto Rico

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
Census Bachelors Plus Count
1803
Census Median Home Value
369,300
Census Unemployed Count
430
Census Zip
00911
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Banco Popular de Puerto RicoSan Juan, PR
Santander National BankSanturce, PR
Fdic Zip HHI
3079.8
Fdic Zip Top Bank Share Pct
40.66
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6313349
Trust Company Affiliate
No

People (3)

3
RASMUSSEN, CARSON, ANDREW
Direct Owner · 37.5%
6313349
STEMM, NELS, DENSON
Direct Owner · 37.5%
6313348
McCarthy, Ian
Executive Officer · 2.5%
7638195