Fairview Capital Partners, Inc.

Fairview Capital Partners LLC is a registered investment advisor established in 1994, offering advisory services to private funds. The firm, founded by JoAnn H. Price and Laurence C. Morse, specializes in fund-of-funds investment strategies, focusing on venture capital, growth equity, and private equity investments. Fairview has related investment advisors providing similar services to private funds. The firm and its advisors operate as general partnerships, providing discretionary advisory services to limited partnerships, with assets under management totaling $2.6 billion as of March 31, 2025. Investors in the Funds are typically accredited investors, including state pension plans, corporate ERISA plans, foundations, and high net worth individuals. The minimum investment commitment for multiple investor Funds is $5 million, with discretion for adjustment by the Advisor. Fairview charges management fees based on negotiated structures, payable quarterly in advance. The firm does not accept soft dollar benefits and prohibits principal transactions. Investment discretion is granted to the Advisors, who actively monitor and manage the Funds' investments, with a focus on due diligence, portfolio monitoring, and risk management. Fairview emphasizes compliance with its Code of Ethics, ensuring transparency and ethical conduct in client transactions. The firm's accounts are reviewed quarterly, audited annually, and reports are provided to Investors regularly. Fairview exercises voting authority over client securities in a prudent manner, considering the best interests of Investors.