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Adviser Profile

As of Date 04/24/2024
Adviser Type - Large advisory firm
Number of Employees 27 3.85%
of those in investment advisory functions 12 9.09%
Registration SEC, Approved, 01/03/2012
AUM* 215,483,170 -15.01%
of that, discretionary 215,483,170 -15.01%
Private Fund GAV* 905,509,940 -13.97%
Avg Account Size 215,483,170 -15.01%
SMA’s No
Private Funds 5
Contact Info 860 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
361M 309M 258M 206M 155M 103M 52M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count5 GAV$905,509,940

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Brochure Summary

Overview

Fairview Constitution IV, LLC the registered investment advisor, provides investment advisory services to Fairview Constitution IV, L.P., a private fund. Fairview Constitution IV has 26 related investment advisors that also provide advisory services only to private funds: Fairview Constitution Management, LLC, Fairview Constitution Management II, LLC, Fairview Constitution Management III, LLC, Fairview Constitution Management V, LLC, Fairview Venture Management , LLC, Fairview Ventures Management III, LLC, , Fairview Ceres Partners, LLC, Fairview Capital EM Partners, LLC, Fairview Special Opportunities Management, LLC, NY Legacy VC Management, LLC, Fairview Lincoln Fund I Management, LLC, Fairview Opportunity Management, LLC, Fairview Volunteer Management, LLC, Fairview Lone Star Management, Fairview PM Management IV, LLC, Fairview Eversource Opportunity Management, LLC, Keystone Legacy Management, LLC, Fairview Lone Star Management II, LLC, Fairview PM Management V, LLC, Fairview Foundations Emerging Managers Management, LLC, Fairview Foundations Emerging Managers Management II, LLC, Fairview VC Inclusion Management, LLC, Fairview NYL Emerging Managers Fund Management, LLC, Fairview Lone Star Management III, LLC, Fairview PM Management VI, LLC and Fairview Capital Partners, LLC (the “Related Advisors”). Fairview Constitution Management, LLC, Fairview Constitution Management II, LLC, Fairview Constitution Management III, LLC and Fairview Constitution Management V, LLC (the “Relying Advisors”) are eligible to be registered with the SEC, however they are not registered. Instead pursuant to an SEC letter dated January 18, 2012 they are relying on Fairview Constitution IV’s registration. Fairview Constitution IV and the Relying Advisors (collectively, the “Advisors”) are structured as general partnerships that provide advisory services to limited partnerships that are pooled investment
vehicles (the “Funds”). Investors in the Funds are state pension plans. The Advisors provide investment advice related to the following limited types of investments: corporate finance, venture capital, expansion growth, mezzanine debt and special situations, co-investment and in next-generation (emerging managers) funds. The Advisors are all subject to the supervision and control of Fairview Capital (“Fairview”). They are all governed by Fairview’s written policies and procedures and Code of Ethics and they share the same Chief Compliance Officer. The Funds are qualified clients as defined in Advisers Act rule 205-3 and pursue investment objectives and strategies that are substantially similar. Interests in the Funds are sold exclusively to limited partners (“Investors”) that are “accredited investors” as defined in the 1933 Act. Fairview is a leading fund-of-funds investment advisor founded in 1994 by JoAnn H. Price and Laurence C. Morse, Ph.D., who have significant expertise and more than a decade of experience investing with the country’s foremost private equity and venture capital managers. In addition to Ms. Price and Mr. Morse, Fairview is comprised of four officers, Kolawole Olofinboba, Alan Mattamana, Aakar Vachhani and Kwesi Quaye along with one senior advisor, who also have significant experience advising private funds regarding their investment activities. Fairview provides administrative and operational services to the Advisors. When Fairview considers it appropriate, its officers and employees also serve as directors of the Advisors and of the entities in which the Funds may acquire interests. Each Advisor has committed assets of at least $150 million. As of March 29, 2024, Fairview Constitution IV had $215 million of regulatory assets under management and the Advisors together had a total of $905.5 million across the Funds on a discretionary basis.