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:
- Fairview® Investment Services (FIS) – Compliance for Registered Investment Advisers
- Fairview® Investment Administration (FIA) – Private Fund Accounting and Investor Services
- Fairview® Cyber (FC) – Cybersecurity Testing and Vendor Management
- Fairview® Performance Services (FPS) – GIPS® Standards Verification Services
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
Frank Watson
Founder
Ellen Harvin
CEO, Fairview Compliance Administration
John Marriott
President, Fairview Compliance Administration
Greta Nathan
Performance Practice Lead
Amber Allen
General Counsel and Executive Vice President
Tracey Winters
President, Investment Administration
GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.