Employee owned since 2005.

Founded in 2005, Fairview^® is a mid-sized, independent firm that provides high-end support services to investment advisers, broker-dealers and other financial institutions. Fairview is 100% employee owned, which means we can spend all of our time and energy focusing on our two most valued audiences: our employees and our clients. We differentiate ourselves by partnering with our clients to provide tailored services, rather than a one-size-fits-all approach.

To meet the growing demands of the financial compliance and backoffice industry, Fairview now has four distinct practice areas:

• Compliance Administration – Full-service and ongoing compliance administration
• Investment Administration – Participant record keeping, investor reporting, fund accounting and more
• Cyber Solutions – Comprehensive data and cyber security solutions, including data security testing, vendor due diligence and more
• Performance Services – GIPS^® compliance consulting and maintenance and outsourced composite maintenance solutions

Who We Serve

Fairview^® supports more than 160 advisers, managing a total of more than $300B assets under management.

We serve:

• SEC-registered advisers who manage separately managed accounts, registered investment companies, and private funds
• Family offices
• Soon-to-be-registered firms

Some of our advisory clients are affiliated with other entities including banks, broker-dealers, investment banking firms, general partner entities, and accounting firms.

LEADERSHIP TEAM