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| Happy Holidays!! thanks for using AUM13F!! |
| The Fairman Group LLC
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| CRD # | 121492 |
| SEC # | 801-61326 |
| CIK # | 0002016719 |
| AUM | $851.0 M (2025-03-27) |
| Employees | 16 (94% Investors, 0% Brokers) |
| Phone | 610-889-7300 |
| Address | 1200 Liberty Ridge Dr Ste 320 Chesterbrook, PA 19087-5570 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 26.4 | ||
| Essent Group Ltd | 7.4 | ||
| Veeva Systems Inc | 6.0 | ||
| Berkley W R Corp | 3.9 | ||
| Microsoft Corp | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Parker Hannifin Corp | 0.8 | ||
| Nvidia Corp | 0.8 | ||
| Facebook Inc | 0.6 | ||
| Calamos Strategic Total Return Fund | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 11.3 |
| (b) Individuals (high net worth individuals) | 124 | 839.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,025 | 851.0 |
| By Discretionary | ||
| Discretionary | 602 | 496.2 |
| Non-Discretionary | 423 | 354.9 |
| Total | 1,025 | 851.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 851.0 | |
| Total | 1,025 | 851.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002016719] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Dillon & Associates Inc
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|
MI | 0.9 |
|
Hartline Investment Corp
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IL | 0.9 |
|
Sky Investment Group LLC
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CT | 0.9 |
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Clearview Financial Partners LLC
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PA | 0.9 |
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Olympus Wealth Management LLC
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UT | 0.9 |
|
BlueSky Wealth Advisors LLC
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NC | 0.8 |
|
Spectrum Investment Advisors Inc
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WI | 0.8 |
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Hudock Inc
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PA | 0.8 |
|
Quadra Gestao de Recursos Sa
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0.8 | |
|
Decisionpoint Financial LLC
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AZ | 0.8 |