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| The Fairman Group LLC
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|---|---|
| CRD # | 121492 |
| SEC # | 801-61326 |
| CIK # | 0002016719 |
| AUM | 902.1 M (2026-03-30) |
| Employees | 17 (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] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Accenture PLC | 17.3 | ||
| Essent Group Ltd | 4.6 | ||
| Berkley W R Corp | 3.5 | ||
| Parker Hannifin Corp | 1.0 | ||
| Veeva Systems Inc | 0.8 | ||
| Nvidia Corp | 0.8 | ||
| Amazon Com Inc | 0.8 | ||
| Enterprise Products Partners L P | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 12.8 |
| (b) Individuals (high net worth individuals) | 123 | 889.3 |
| (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 | 1,010 | 902.1 |
| By Discretionary | ||
| Discretionary | 603 | 512.3 |
| Non-Discretionary | 407 | 389.8 |
| Total | 1,010 | 902.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 902.1 | |
| Total | 1,010 | 902.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016719] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 25 |
| Serves | Institutional, Retail |
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