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 discretionary investment advisory services to private funds. Fairview
Capital has 21 related investment advisors that also provide discretionary advisory
services to private funds: Fairview Ventures 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, LLC, 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 and Fairview PM Management VI, LLC (the “Relying Advisors”).
Fairview also has five (5) other related funds (Fairview Constitution Management, LLC,
Fairview Constitution Management II, LLC, Fairview Constitution Management III, LLC,
Fairview Constitution
Management IV, LLC and Fairview Constitution Management V, LLC)
which are registered with the SEC as a relying adviser under Fairview Constitution
Management IV, LLC. Fairview provides administrative and operational services to the
Relying Advisors as well as these five other related funds.
Fairview and the Relying Advisors (collectively, the “Advisors”) are structured as general
partnerships that provide discretionary advisory services to limited partnerships that are
pooled investment vehicles (the “Funds”). Investors in the Funds include state and
municipal pension plans, corporate ERISA plans, foundations and high net worth
individuals. 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-investments and in next-generation (emerging managers) private
equity and venture capital funds. When Fairview considers it appropriate, its officers and
employees also serve as directors of the Relying Advisors and of the entities in which the
Funds may acquire interests.
The Advisors are all subject to Fairview’s supervision and control. They are all governed
by Fairview’s written policies and procedures and Code of Ethics and they share the same
Chief Compliance Officer; and they share office space. The funds are qualified clients as
defined in the 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. Each Relying
Advisor has committed assets of at least $20 million. As of March 29, 2024, Fairview had
regulatory assets under management of $2.7 billion