Investment adviser · CRD 314718
FAIR INVEST, LLC.
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Aug 11, 2022
- Regulatory AUM
- $2.95M Form ADV · Item 5.F
- Client accounts
- 107 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 107 | $2,945,242 | 100.0% |
Filing source
Form ADV 1668068 · Aug 11, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 11, 2022. View historical filings
Reported services
Individual portfolio management
Compensation
Not reported in these imported fields
Principal office
10101 SOUTHWEST FREEWAY, NO.570HOUSTON, TX, 77074, United States
CRD 314718
Filing source
Form ADV 1668068 · Aug 11, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.