Войти в систему Зарегистрироваться бесплатно

Fairview Ceres Partners, LLC (West Hartford)


Fairview Ceres Partners, LLC is a large advisory firm based in West Hartford. It manages $201 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Connecticut.

Logo

Fairview Ceres Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fairview Ceres Partners: assets under management

The assets under management (AUM) of Fairview Ceres Partners, LLC is $201 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 101% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $201 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100.5 million each.
Fairview Ceres Partners has custody of $1.8 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fairview Ceres Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Hartford

The principal office where Fairview Ceres Partners, LLC performs its advisory services is located at 75 Isham Road, West Hartford, CT 06107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-674-8066 or by fax 860-678-5108. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.fairviewcapital.com.


Registered investment advisers similar to Fairview Ceres Partners, LLC