FAIRE CAPITAL GROUP

Overview

Faire Capital Group is an independent, owner-operated registered investment adviser that serves high-net-worth individuals, families and select institutional clients. The firm acts as a capital allocator: it manages discretionary portfolios, sponsors and manages at least one pooled vehicle, and hires outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. Fee arrangements combine a percentage-of-assets model with performance-based fees, indicating active management components and incentive alignment with client returns. Faire Capital Group is not positioned as an ESG investor. Portfolio construction emphasizes collective investment vehicles — public mutual funds and other pooled funds are the dominant building blocks — supplemented by targeted allocations to alternatives, most notably real estate exposures and REITs. The firm’s activity in pooled vehicles and its role as a managing member or sponsor suggest they combine internally managed strategies with third-party manager selections to fill specialized allocation needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices