Fairholme Capital Management, L.L.C.
Firm details
- Headquarters
- South Miami, Florida
- CRD number
- 107987
- Registered since
- August 21, 1997
- Website
- www.fairholmecapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, JEFFERIES LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies77.96%
- Corporations / Businesses11.75%
- HNWI4.89%
- Charitable Organizations4.07%
- Pension & Profit Sharing Plans1.32%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fairholme Capital Management, L.L.C. is an SEC-registered investment adviser organized as an LLC and operating since 1997. The firm manages assets for both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its advisory work centers on discretionary portfolio management across individual/small business clients, investment companies, and institutional/business clients. Fairholme does not present itself as an ESG-focused manager and does not identify as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Cash & Cash Equivalents33%
Owners & executives
3 of 3Bruce Berkowitz
Founder and Chief Investment OfficerCRD 1190686
Alexander Berkowitz
Chief Legal OfficerCRD 8006377
Erica Kapahi
Chief Compliance Officer and SecretaryCRD 7224923
Contacts
1 of 1Fernando Font
Vice PresidentCRD 2744579
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Miami, FL
Miami Dade
Location
South Miami, FL
Headquartered in South Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 5966 S Dixie Hwy
- Time zone
- ET (UTC-5)
- Office locations
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