Unclaimed Profile

Andrew Fricke Mathieson

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC·GREENBRAE, California

Series 2, Series 63, Series 65Clean record28 years registeredFAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

300 DRAKE'S LANDING ROAD, GREENBRAE, CA 94904-2498CRD# 2216867Firm CRD# 108102

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Fricke Mathieson · GREENBRAE, CA

Registration

CRD #2216867 · FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

FAIRVIEW CAPITAL

Jul 1998 – Dec 2025

GREENBRAE, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · July 14, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

CRD 108102 · SEC 801-55385

AUM

$1.8B

Regulatory assets under management

Employees

662 client accounts

Services offered by FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Fricke Mathieson offer?

Andrew Fricke Mathieson specializes in Financial Planning, Investment Management, Wealth Management.

What are Andrew Fricke Mathieson's credentials?

Andrew Fricke Mathieson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Fricke Mathieson located?

Andrew Fricke Mathieson is based in GREENBRAE, California, last registered with FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC.

How does Andrew Fricke Mathieson charge for services?

Andrew Fricke Mathieson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC?

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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