SAN FRANCISCO, CACRD 305352Latest ADV March 25, 2026
Fairlight Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 25, 2026, reports $109M in regulatory assets under management, 2 employees, 2 offices, and 86 accounts.
Assets Under Management
$109M
Employees
2
Offices
2 offices
Total Clients
36
Primary office
SAN FRANCISCO, CA
505 MONTGOMERY STREET, FL 10, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 55.6% of total clients.
Top client categories% of clientsClients
1
Charitable
55.6%
20
2
HNWI
25.0%
9
3
Individuals
16.7%
6
4
Corporations
2.8%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of March 25, 2026
Discretionary100.0%
$109M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$109M
Total Accounts86
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee18:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.