First seen by DFX
Sep 12, 2026
date not stated
Fairman Group LLC named as in-care-of on Poor Richards Charitable Trust ($51,020,253 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Fairman Group LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 121492, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Fairman Group, LLC reported $116,979,406 across 327 13(f) positions for the quarter ended 2026-03-31
Fairman Group, LLC reduced Veeva Sys Inc 16,659 -> 4,659 shares ($3,718,789 -> $818,400)
Fairman Group, LLC reported $125,158,014 across 337 13(f) positions for the quarter ended 2025-12-31
Fairman Group, LLC reported $124,163,461 across 274 13(f) positions for the quarter ended 2025-09-30
Fairman Group, LLC reported $121,566,348 across 257 13(f) positions for the quarter ended 2025-06-30
Fairman Group, LLC increased Ishares Tr 27,828 -> 38,123 shares ($14,613,754 -> $23,670,694)
Fairman Group, LLC increased EA Series Trust 77,087 -> 106,842 shares ($840,122 -> $4,280,091)
Fairman Group, LLC exited Accolade Inc (was $3,875,845, 1,123,112 shares)
Fairman Group, LLC reported $109,076,375 across 265 13(f) positions for the quarter ended 2025-03-31
Fairman Group, LLC reduced Accolade Inc 1,802,399 -> 1,123,112 shares ($6,164,205 -> $3,875,845)
Fairman Group, LLC reported $121,462,381 across 346 13(f) positions for the quarter ended 2024-12-31