Investment adviser · CRD 164741
FAIRFAX GLOBAL MARKETS LLC
Investment adviser filing (IA)
MIDDLEBURG, VA, United States · Form ADV filed Dec 22, 2020
- Regulatory AUM
- $92.4M Form ADV · Item 5.F
- Client accounts
- 367 Accounts, not individual clients
- Employees
- 6 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 |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | $51,572,319 | 55.8% |
| Individuals | 234 | $28,492,420 | 30.8% |
| High-net-worth individuals | 5 | $7,516,650 | 8.1% |
| Retirement plans | Fewer than 5 | $3,176,353 | 3.4% |
| Corporations & businesses | 7 | $1,619,508 | 1.8% |
Filing source
Form ADV 1476095 · Dec 22, 2020 · 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: Dec 22, 2020. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
2 WEST WASHINGTON STREETMIDDLEBURG, VA, 20118, United States
CRD 164741
Filing source
Form ADV 1476095 · Dec 22, 2020 · 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.