FAI CAPITAL MANAGEMENT

Overview

FAI Capital Management is a corporate SEC-registered investment adviser that works primarily with institutional clients. The firm operates as a capital allocator and a selector of sub-advisers, and is also registered as a municipal advisor. Its business activities include acting as a salesperson for financial products and providing portfolio management specifically for businesses and institutions. The firm’s advisory engagement mix includes fee arrangements based on a percentage of assets under management as well as hourly and fixed-fee arrangements. Investment behavior is conservative and liquidity-focused: filings show the vast majority of client assets are held in cash and equivalents, and the firm reports all managed assets as non-discretionary. FAI Capital Management does not position itself as an active ESG investor. Given its municipal advisor registration and mandate to select other advisers, the firm appears to blend advisory duties with delegated capital allocation — sourcing third‑party managers and structured corporate debt positions for institutional balance sheets.

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Location & Offices