FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC — 13F Holdings & Portfolio
CIK 1056549 · latest 13F-HR filed 2026-08-14
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC manages $1.90B in 13F-reported U.S. long-equity assets across 205 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOG (9.32%), LNG (6.52%), LPLA (5.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 19 new positions and exited 4; 100 existing positions rose in reported value and 31 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.90B
Long-equity book
Holdings
205
Distinct positions
Period
2026-06-30
Filed 2026-08-14
Q/Q Activity
+19 / −4 / ↑100 / ↓31
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26GOOG9.3% · -2%LNG6.5% · -4%LPLA5.7% · -2%TKO4.6% · -1%BRK.B3.9% · -2%AMZN3.8% · +0%BX3.4% · -1%LH3.3% · -2%WMT3.3% · -0%MSFT3.1% · -1%AMAT2.6% · -6%WMG2.2% · -3%JNJ2.1% · -2%VEA2.1% · +1%JPST1.9% · +0%LINE1.8% · -4%AAPL1.8% · +11%WM1.7% · +5%FWONK1.7% · -5%EXPE1.6% · -5%AMT1.6% · -7%CRH1.5% · +5%JPM1.4% · +7%AGG1.4% · -5%CRM1.1% · -20%CTAS1.1% · -3%IEMG1.0% · +11%VWO0.9% · -2%XYL0.8% · +66%VTI0.8% · +0%CARR0.8% · +42%FOUR0.7% · -33%VCSH0.7% · -2%CQP0.6% · -13%DUK0.6% · +78%VWOB0.5% · -2%BUD0.5% · -4%IAU0.5% · -6%WMB0.5% · +120%SPSB0.5% · +2%IGV0.5% · +188%BND0.4% · -2%SYY0.4% · -5%CB0.4% · +68%GLD0.4% · -10%VNQI0.4% · -1%GOOGL0.3% · +7%VOO0.3% · +130%EMLP0.3% · -11%IGSB0.3% · +0%TIP0.3% · -1%EBAY0.3% · -12%VTIP0.3% · +1%ICSH0.3% · 0%EMB0.3% · -0%IEFA0.3% · 0%MUB0.3% · 0%ITOT0.3% · 0%CCI0.3% · -16%QQQ0.3% · +65%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 46.9%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 31, 2026.
Assets Under Management
$2.49B
Discretionary
$2.49B
Employees
26
Accounts
26
Address
75 ISHAM ROAD
SUITE 200
WEST HARTFORD, CT 06107
SUITE 200
WEST HARTFORD, CT 06107
Phone
(860) 674-8066
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| MATTAMANA, ALAN, ISAAC Control | MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC since Jan 2024 | Less than 5% | Individual |
| MORSE, LAURENCE, CORNELIUS Control | COFOUNDER, FAIRVIEW CAPITAL PARTNERS, LLC since Sep 1994 | 25–50% | Individual |
| NEW YORK LIFE INSURANCE COMPANY Control | MINORITY OWNER since Apr 2024 | 25–50% | Domestic Entity |
| OLOFINBOBA, KOLAWOLE, AYODEJI Control | MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC since Jan 2015 | Less than 5% | Individual |
| PRICE, JOANN, HARRIS Control | COFOUNDER, FAIRVIEW CAPITAL PARTNERS, LLC since Sep 1994 | 25–50% | Individual |
| Quaye, Kwesi Control | OFFICER, FAIRVIEW CAPITAL PARTNERS, LLC since Jun 2023 | Less than 5% | Individual |
| SHIRLEY, EDWIN, SAMUEL Control | SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, LLC since Jan 2015 | Less than 5% | Individual |
| VACHHANI, AAKAR, R Control | MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC since Jan 2024 | Less than 5% | Individual |
| FLOYD, CRYSTAL, DENISE | CHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, LLC since Jan 2015 | Less than 5% | Individual |
Ownership & leadership changes · 16 filings with changes since Mar 21, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 31, 2025 filing
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, LLC → COFOUNDER, FAIRVIEW CAPITAL PARTNERS, LLC
- ChangedPRICE, JOANN, HARRIS · title PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, LLC → COFOUNDER, FAIRVIEW CAPITAL PARTNERS, LLC
Apr 12, 2024 filing
- AddedNEW YORK LIFE INSURANCE COMPANY · MINORITY OWNER · 25–50% · control person
- ChangedFLOYD, CRYSTAL, DENISE · title CHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, INC. → CHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, LLC
- ChangedMATTAMANA, ALAN, ISAAC · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, LLC; ownership 50–75% → 25–50%
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC
- ChangedPRICE, JOANN, HARRIS · title PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, LLC; ownership 50–75% → 25–50%
- ChangedQuaye, Kwesi · title OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → OFFICER, FAIRVIEW CAPITAL PARTNERS, LLC
- ChangedSHIRLEY, EDWIN, SAMUEL · title SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC. → SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, LLC
- ChangedVACHHANI, AAKAR, R · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC
Mar 29, 2024 filing
- AddedQuaye, Kwesi · OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · Less than 5% · control person
- ChangedMATTAMANA, ALAN, ISAAC · title OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedVACHHANI, AAKAR, R · title OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC
May 31, 2023 filing
- No longer listedTSENG, CYNTHIA, HSUN HUI · OFFICER, FAIRVIEW CAPITAL PARTNERS, INC · Less than 5% · control person · listed since Jul 2017
Mar 22, 2021 filing
- No longer listedHALLIGAN, HOWARD, ANSEL · SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC. · Less than 5% · control person · listed since Oct 1999
May 30, 2019 filing
- No longer listedBOAINS, DOUGLAS, GEORGE · MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC · 10–25% · control person · listed since Mar 2014
- No longer listedFAIRVIEW CAPITAL PARTNERS, INC. · MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC · 5–10% · control person · listed since Mar 2006
- No longer listedMORSE, LAURENCE, CORNELIUS · CHIEF EXECUTIVE OFFICER · 50–75% · indirect via FAIRVIEW CAPITAL PARTNERS, INC · control person · listed since Sep 1994
- No longer listedPRICE, JOANN, HARRIS · PRESIDENT · 50–75% · indirect via FAIRVIEW CAPITAL PARTNERS, INC · control person · listed since Sep 1994
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW EVERSOURCE OPPORTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, KEYSTONE LEGACY MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC; ownership 75% or more → 5–10%
- ChangedHALLIGAN, HOWARD, ANSEL · title MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC. → SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC.; ownership 25–50% → Less than 5%
- ChangedMATTAMANA, ALAN, ISAAC · title MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.; ownership 10–25% → Less than 5%
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC.; ownership 10–25% → Less than 5%
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedSHIRLEY, EDWIN, SAMUEL · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC. → SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC.; ownership 10–25% → Less than 5%
- ChangedTSENG, CYNTHIA, HSUN HUI · title MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → OFFICER, FAIRVIEW CAPITAL PARTNERS, INC; ownership 10–25% → Less than 5%
- ChangedVACHHANI, AAKAR, R · title MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → OFFICER, FAIRVIEW CAPITAL PARTNERS, INC; ownership 10–25% → Less than 5%
Mar 28, 2019 filing
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW EVERSOURCE OPPORTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, KEYSTONE LEGACY MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW EVERSOURCE OPPORTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, KEYSTONE LEGACY MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedMATTAMANA, ALAN, ISAAC · title MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedTSENG, CYNTHIA, HSUN HUI · title MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC
- ChangedVACHHANI, AAKAR, R · title MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW PM MANAGEMENT V, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC
Aug 21, 2018 filing
- ChangedBOAINS, DOUGLAS, GEORGE · title CHIEF FINANCIAL OFFICER, COO, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC → MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW EVERSOURCE OPPORTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW EVERSOURCE OPPORTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, KEYSTONE LEGACY MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedFLOYD, CRYSTAL, DENISE · title CHIEF COMPLIANCE OFFICER/ASSISTANT CONTROLLER, FAIRVIEW CAPITAL PARTNERS, INC. → CHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedMATTAMANA, ALAN, ISAAC · title MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedTSENG, CYNTHIA, HSUN HUI · title OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC; ownership Less than 5% → 10–25%
- ChangedVACHHANI, AAKAR, R · title OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → MEMBER, FAIRVIEW LONE STAR MANAGEMENT II, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC; ownership Less than 5% → 10–25%
Mar 30, 2018 filing
- No longer listedLEONARDI, CLAIRE, ROCHAT · MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP · 10–25% · control person · listed since Oct 1994
- No longer listedSEIGLE, PETER, MCKONE · MEMBER, FAIRVIEW CAPITAL PARTNERS II, L.P. / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP · 10–25% · control person · listed since Oct 1994
- AddedTSENG, CYNTHIA, HSUN HUI · OFFICER, FAIRVIEW CAPITAL PARTNERS, INC · Less than 5% · control person
- AddedVACHHANI, AAKAR, R · OFFICER, FAIRVIEW CAPITAL PARTNERS, INC · Less than 5% · control person
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW EVERSOURCE OPPORTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedSHIRLEY, EDWIN, SAMUEL · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC.
Mar 21, 2017 filing
- ChangedBOAINS, DOUGLAS, GEORGE · title CHIEF FINANCIAL OFFICER, COO, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC → CHIEF FINANCIAL OFFICER, COO, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedMATTAMANA, ALAN, ISAAC · title MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW PM MANAGEMENT IV, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
Older changes (7 more filings)
Mar 14, 2016 filing
- No longer listedCONNOLLY, REBECCA, SIMAS · MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · 10–25% · control person · listed since Mar 2007
- No longer listedSCHAEFER, MATTHEW, ANTHONY · MEMBER, FAIRIVEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC · 10–25% · control person · listed since Mar 2007
- AddedMATTAMANA, ALAN, ISAAC · MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · 10–25% · control person
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW LONE STAR MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
Apr 29, 2015 filing
- AddedMORSE, LAURENCE, CORNELIUS · CHIEF EXECUTIVE OFFICER · 50–75% · indirect via FAIRVIEW CAPITAL PARTNERS, INC · control person
- AddedPRICE, JOANN, HARRIS · PRESIDENT · 50–75% · indirect via FAIRVIEW CAPITAL PARTNERS, INC · control person
Mar 27, 2015 filing
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW OPPOURTUNITY MANAGEMENT, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VOLUNTEER MANAGEMENT, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedHALLIGAN, HOWARD, ANSEL · title MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedSHIRLEY, EDWIN, SAMUEL · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, INC.
Jan 16, 2015 filing
- AddedFLOYD, CRYSTAL, DENISE · CHIEF COMPLIANCE OFFICER/ASSISTANT CONTROLLER, FAIRVIEW CAPITAL PARTNERS, INC. · Less than 5%
- ChangedBOAINS, DOUGLAS, GEORGE · title CHIEF COMPLIANCE OFFICER, CFO, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC → CHIEF FINANCIAL OFFICER, COO, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
Mar 28, 2014 filing
- ChangedBOAINS, DOUGLAS, GEORGE · title CHIEF COMPLIANCE OFFICER, CFO, FAIRVIEW CAPITAL PARTNERS, INC. → CHIEF COMPLIANCE OFFICER, CFO, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC; ownership Less than 5% → 10–25%; now a control person
- ChangedCONNOLLY, REBECCA, SIMAS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedFAIRVIEW CAPITAL PARTNERS, INC. · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC
- ChangedMORSE, LAURENCE, CORNELIUS · title CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC → CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC
- ChangedOLOFINBOBA, KOLAWOLE, AYODEJI · title OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC.; ownership Less than 5% → 10–25%
- ChangedPRICE, JOANN, HARRIS · title MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. → MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC.
- ChangedSCHAEFER, MATTHEW, ANTHONY · title MEMBER, FAIRIVEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC → MEMBER, FAIRIVEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW LINCOLN FUND I MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC
Mar 28, 2013 filing
- AddedOLOFINBOBA, KOLAWOLE, AYODEJI · OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · Less than 5% · control person
Mar 21, 2012 filing (earliest on record)
- ListedBOAINS, DOUGLAS, GEORGE · CHIEF COMPLIANCE OFFICER, CFO, FAIRVIEW CAPITAL PARTNERS, INC. · Less than 5%
- ListedCONNOLLY, REBECCA, SIMAS · MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · 10–25% · control person
- ListedFAIRVIEW CAPITAL PARTNERS, INC. · MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW SPECIAL OPPORTUNITIES MANAGEMENT, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, NY LEGACY VC MANAGEMENT, LLC · 75% or more · control person
- ListedHALLIGAN, HOWARD, ANSEL · MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · 25–50% · control person
- ListedLEONARDI, CLAIRE, ROCHAT · MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP · 10–25% · control person
- ListedMORSE, LAURENCE, CORNELIUS · CEO/OWNER, FAIRVIEW CAPITAL PARTNERS, INC. / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC · 50–75% · control person
- ListedPRICE, JOANN, HARRIS · MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS II, LP / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / MEMBER, FAIVIEW VENTURE MANAGEMENT II, LLC / PRESIDENT/ OWNER, FAIRVIEW CAPITAL PARTNERS, INC. · 50–75% · control person
- ListedSCHAEFER, MATTHEW, ANTHONY · MEMBER, FAIRIVEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC · 10–25% · control person
- ListedSEIGLE, PETER, MCKONE · MEMBER, FAIRVIEW CAPITAL PARTNERS II, L.P. / MEMBER, FAIRVIEW CAPITAL PARTNERS, LIMITED PARTNERSHIP · 10–25% · control person
- ListedSHIRLEY, EDWIN, SAMUEL · MEMBER, FAIRVIEW CAPITAL EM PARTNERS, LLC / MEMBER, FAIRVIEW CAPITAL PARTNERS III, LLC / MEMBER, FAIRVIEW CERES PARTNERS, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT II, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT III, LLC / MEMBER, FAIRVIEW VENTURE MANAGEMENT, LLC / OFFICER, FAIRVIEW CAPITAL PARTNERS, INC. · 10–25% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- ALPHABET INC$29.7M +20.2%
- APPLIED MATLS INC$24.1M +97.7%
- AMAZON COM INC$9.1M +14.7%
- APPLE INC$7.2M +26.8%
- LINEAGE INC$7.2M +26.2%
Top Trims
- CHENIERE ENERGY INC-$29.6M -19.3%
- SALESFORCE INC-$10.5M -32.9%
- LPL FINL HLDGS INC-$10.0M -8.5%
- WALMART INC-$6.3M -9.1%
- SHIFT4 PMTS INC-$4.6M -25.1%
New Positions
- ROUNDHILL ETF TRUST$941.4K
- VANECK ETF TRUST$737.9K
- GLOBAL X FDS$694.3K
- GLOBAL X FDS$621.8K
- GRAYSCALE COINDESK CRYPTO$327.2K
Exited Positions
- VERRA MOBILITY CORP$22.1M
- ADOBE INC$14.9M
- EXXON MOBIL CORP$2.5M
- ISHARES BITCOIN TRUST ETF$541.7K
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 02079K107 | $176.6M | 9.32% | 499,683 | SH |
| 2 | CHENIERE ENERGY INC | LNG | 16411R208 | $123.5M | 6.52% | 516,654 | SH |
| 3 | LPL FINL HLDGS INC | LPLA | 50212V100 | $107.9M | 5.69% | 382,961 | SH |
| 4 | TKO GROUP HOLDINGS INC | TKO | 87256C101 | $87.9M | 4.64% | 436,501 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $73.5M | 3.88% | 146,824 | SH |
| 6 | AMAZON COM INC | AMZN | 023135106 | $71.3M | 3.76% | 299,190 | SH |
| 7 | BLACKSTONE INC | BX | 09260D107 | $64.2M | 3.39% | 545,308 | SH |
| 8 | LABCORP HOLDINGS INC | LH | 504922105 | $63.3M | 3.34% | 225,946 | SH |
| 9 | WALMART INC | WMT | 931142103 | $62.9M | 3.32% | 555,672 | SH |
| 10 | MICROSOFT CORP | MSFT | 594918104 | $58.4M | 3.08% | 156,688 | SH |
| 11 | APPLIED MATLS INC | AMAT | 038222105 | $48.8M | 2.58% | 67,548 | SH |
| 12 | WARNER MUSIC GROUP CORP | WMG | 934550203 | $41.8M | 2.21% | 1,543,876 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $39.7M | 2.10% | 156,414 | SH |
| 14 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $39.1M | 2.06% | 548,929 | SH |
| 15 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $36.5M | 1.93% | 722,623 | SH |
| 16 | LINEAGE INC | LINE | 53566V106 | $34.6M | 1.82% | 799,518 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $34.1M | 1.80% | 117,880 | SH |
| 18 | WASTE MGMT INC DEL | WM | 94106L109 | $33.1M | 1.74% | 148,388 | SH |
| 19 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $33.0M | 1.74% | 346,735 | SH |
| 20 | EXPEDIA GROUP INC | EXPE | 30212P303 | $30.6M | 1.61% | 119,448 | SH |
| 21 | AMERICAN TOWER CORP | AMT | 03027X100 | $30.5M | 1.61% | 186,344 | SH |
| 22 | CRH PLC | CRH | G25508105 | $27.8M | 1.47% | 259,877 | SH |
| 23 | JPMORGAN CHASE & CO | JPM | 46625H100 | $26.8M | 1.42% | 81,981 | SH |
| 24 | ISHARES TR | AGG | 464287226 | $26.4M | 1.39% | 266,472 | SH |
| 25 | SALESFORCE INC | CRM | 79466L302 | $21.3M | 1.13% | 136,233 | SH |
| 26 | CINTAS CORP | CTAS | 172908105 | $20.3M | 1.07% | 119,525 | SH |
| 27 | ISHARES INC | IEMG | 46434G103 | $18.3M | 0.96% | 220,683 | SH |
| 28 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $16.7M | 0.88% | 279,891 | SH |
| 29 | XYLEM INC | XYL | 98419M100 | $16.1M | 0.85% | 136,136 | SH |
| 30 | VANGUARD INDEX FDS | VTI | 922908769 | $16.0M | 0.84% | 43,183 | SH |
| 31 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $14.9M | 0.78% | 202,808 | SH |
| 32 | SHIFT4 PMTS INC | FOUR | 82452J109 | $13.8M | 0.73% | 283,747 | SH |
| 33 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $13.7M | 0.72% | 173,166 | SH |
| 34 | CHENIERE ENERGY PARTNERS L P | CQP | 16411Q101 | $11.6M | 0.61% | 189,940 | SH |
| 35 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $11.1M | 0.59% | 87,623 | SH |
| 36 | VANGUARD WHITEHALL FDS | VWOB | 921946885 | $10.4M | 0.55% | 153,953 | SH |
| 37 | ANHEUSER BUSCH INBEV SA NV | BUD | 03524A108 | $10.1M | 0.53% | 122,552 | SH |
| 38 | ISHARES GOLD TR | IAU | 464285204 | $9.5M | 0.50% | 126,011 | SH |
| 39 | WILLIAMS COS INC | WMB | 969457100 | $9.0M | 0.48% | 121,663 | SH |
| 40 | SPDR SERIES TRUST | SPSB | 78464A474 | $9.0M | 0.48% | 301,316 | SH |
| 41 | ISHARES TR | IGV | 464287515 | $8.7M | 0.46% | 95,903 | SH |
| 42 | VANGUARD BD INDEX FDS | BND | 921937835 | $8.3M | 0.44% | 112,679 | SH |
| 43 | SYSCO CORP | SYY | 871829107 | $7.8M | 0.41% | 93,845 | SH |
| 44 | CHUBB LIMITED | CB | H1467J104 | $7.7M | 0.41% | 22,730 | SH |
| 45 | SPDR GOLD TR | GLD | 78463V107 | $7.3M | 0.38% | 19,787 | SH |
| 46 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $6.8M | 0.36% | 152,061 | SH |
| 47 | ALPHABET INC | GOOGL | 02079K305 | $6.6M | 0.35% | 18,573 | SH |
| 48 | VANGUARD INDEX FDS | VOO | 922908363 | $6.5M | 0.34% | 9,441 | SH |
| 49 | FIRST TR EXCHANGE-TRADED FD | EMLP | 33738D101 | $6.4M | 0.34% | 147,359 | SH |
| 50 | ISHARES TR | IGSB | 464288646 | $6.4M | 0.34% | 121,161 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $1.90B | 205 | 0000935836-26-000407 |
| 2026-03-31 | 2026-05-15 | $1.84B | 190 | 0000935836-26-000252 |
| 2025-12-31 | 2026-02-17 | $1.95B | 174 | 0000935836-26-000097 |
| 2025-09-30 | 2025-11-14 | $1.97B | 176 | 0000935836-25-000672 |
Filer Information
Address
300 DRAKE'S LANDING ROADSUITE 250
GREENBRAE, CA 94904
Phone
(415) 464-4640
Filing Manager
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
Greenbrae, CA
Signatory
Marcia Nakamura
Compliance Officer