FPR INVESTMENTS LLC

Overview

FPR Investments LLC is a small independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and small businesses. The firm’s business model centers on discretionary equity management, with services that also cover portfolio management for businesses or institutions and pension consulting. Fee arrangements include asset-based fees, fixed fees and performance-based fees, giving flexibility to align compensation with client objectives. Investment activity tilts heavily toward publicly traded equities, and the firm identifies exchange-traded equities as its primary allocation vehicle. That emphasis suggests a preference for liquid, transparent equity exposures—likely a mix of individual listed stocks and exchange-traded funds (ETFs)—as the backbone of client portfolios. FPR Investments LLC is not positioned as an ESG-focused manager and does not present itself as a multi-state adviser or capital allocator to external private funds.

Assets & Accounts

Public Holdings

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Location & Offices