Affiliates
Fairview Investment Services’ affiliate companies include FilePoint, Fairview Investment Administration, Fairview Performance Services, and Fairview Cyber. Click on each for more information about products and services.
FilePoint® EDGAR Services, LLC
FilePoint EDGAR Services, LLC is a full-service filing agent specializing in document filing, typesetting, printing and e-distribution, document hosting, website development, and printing fulfillment for investment companies. We are continuously evolving to stay versed in the changing regulatory environment and movement of funds to a digital strategy. Currently working with hundreds of investment companies, we set our services apart by emphasizing reliable, knowledgeable customer service. We listen to, understand, and partner with our clients.
Fairview® Investment Administration, LLC
Fairview Investment Administration, LLC offers integrated operational support which combines participant recordkeeping, investor reporting, fund accounting, compliance support, and other administrative services. We work primarily with hedge funds, private equity funds, and real estate funds – ensuring that service is customized to the needs of each individual client. We provide private fund managers a valuable partner with which to outsource fund administration services.
Fairview® Performance Services, LLC
Fairview Performance Services, LLC partners with asset managers through two distinct lines of service. We assist clients in attaining and maintaining compliance with the Global Investment Performance Standards (GIPS®) through verification related services. We also provide composite management solutions for firms that wish to outsource some of their composite maintenance operations. Services are tailored to meet the needs of individual clients through every step of the process. With a focus on the GIPS standards and related services, we are dedicated to delivering an unparalleled client experience.
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.
Fairview® Cyber, LLC
Fairview Cyber, LLC offers comprehensive cyber and data security solutions to businesses focused on protecting client information. Our objective is to create and implement tailored security programs for companies handling personally identifiable information. We thoroughly review and revise existing policies and procedures with the goal of creating sustainable, well-documented cybersecurity plans for clients. Our goal is to ensure that businesses are meeting both regulatory and customer expectations for protecting data.