Firm profile

FAIRFAX GLOBAL INVESTMENT MANAGEMENT LLC

CRD 314171Latest ADV March 27, 2026

Fairfax Global Investment Management LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 27, 2026, reports $148M in regulatory assets under management, 7 employees, and 277 accounts.

Assets Under Management
$148M
Employees
7
Offices
--
Total Clients
277
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPaul G. Dietrich
CCOErin K. Preston

Advisory services offered

2 types reported
Pension consulting services
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 segmentIndividuals represent 88.8% of total clients.
Top client categories% of clientsClients
1
Individuals
88.8%
246
2
Pension Plans
6.1%
17
3
Other Advisers
3.6%
10
4
HNWI
1.1%
3
5
Corporations
0.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$148Mas of March 27, 2026
Discretionary100.0%
$148M
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$148M
Total Accounts277
10Y AUM Change+$148M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee40:1
10Y Employee Change-3 (-30.0%)

* 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.