Our team had an amazing time at the Investment Adviser Association Conference last week! Huge thanks to IAA for hosting such a great event filled with insightful discussions and networking opportunities. Frank Watson Ellen Harvin
Fairview LLC
金融服务
Raleigh，NC 1,173 位关注者
Full-service, backend support services for CCOs, RIAs, and the financial services industry.
关于我们
Providing full-service, backend regulatory support services to investment advisers and other financial institutions through five distinct practice areas: ? Compliance Administration: supports CCOs with the day-to-day operations and maintenance of compliance programs so that required records, filings, screenings, client setup and recording are current and readily available. ? Cyber Solutions: offers comprehensive cyber and data security solutions to businesses focused on protecting client data. ? Performance Solutions: Specializes in composite maintenance. ? Regulatory Filings: FilePoint EDGAR Services, LLC is a full-service filing agent specializing in document filing, typesetting, printing and e-distribution, document hosting, website development, and printing fulfillment for investment companies ? Investment Administration: supports hedge funds, private equity funds and real estates to provide investor reporting, fund accounting and other administrative services. What makes us different is our emphasis on building and maintaining strong relationships with our clients. This approach, coupled with our use of technology, enables us to provide high-quality, high-touch service to get results.
- 网站
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https://www.fairviewinvest.com
Fairview LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Raleigh，NC
- 类型
- 私人持股
- 创立
- 2005
- 领域
- Investment Adviser Compliance Administration、Private Fund Accounting and Shareholder Services、Investment Adviser SEC Registration和IA Compliance
地点
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主要
获取路线
1330 St. Mary's Street
Suite 400
US，NC，Raleigh，27605
Fairview LLC员工
动态
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Ransomware Alert: The FBI issued a warning to companies today about a new scam where corporate executives are?receiving?letters from unidentified bad actors?posing as representatives of a ransomware group via letters delivered in the mail.?Click the link below to read the full announcement. https://lnkd.in/eU9_TM9w
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Fairview's Jeremy McCamic is joining Michele Wein Layne for a Lunch & Learn hosted by StarCompliance. At the event, they will discuss the latest compliance challenges, game-changing innovations, and what’s ahead in 2025. Plus, it’s a great chance to connect, share ideas, and network with industry peers in beautiful Manhattan Beach! Event Details: ??? Tuesday, March 18 ?? 12:30 PM – 4:00 PM PST ?? Shade Manhattan Beach Click the link below to register: https://hubs.li/Q037Rc1V0
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On February 20, 2025, the SEC announced the creation of the Cyber and Emerging Technologies Unit (“CETU”), replacing the existing Crypto Assets and Cyber Unit, in an effort to combat cyber-related misconduct and to protect retail investors from bad actors in the technologies space. Click the link below to read the full report. https://hubs.li/Q037MHzv0
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Fairview LLC转发了
Examinations are a key part of any adviser's work. At #IAAComCon, we'll hear from the acting director of the SEC Division of Examinations, discuss hot topics and how to prepare, and take deep dives into recent focus areas of examinations. https://lnkd.in/edMJf-_a
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Fairview LLC转发了
Join us for an insightful webinar on "Transforming Asset Management with AI," happening on February 26, 2025. Our esteemed speakers will share their expertise on how artificial intelligence is revolutionizing the asset management landscape. Discover innovative strategies, real-world applications, and the future potential of AI in optimizing investment processes. This session is a must-attend for professionals looking to stay ahead in the rapidly evolving financial industry. ? Meet the Panelists: Jonathan Hinkley, CPA?– Head of Global Services, Linedata Ashmita Gupta?– Head of AI and Data Analytics, Linedata Amber Allen, Esq., CIPP (US)?–?GC and EVP, Fairview; President, Fairview LLC Cyber Syed Hameed– Chief Information Security Office, Akram | Assurance, Advisory & Tax Firm ? ????Date:?February 26, 2025 ??Time:?2:00 PM EST?/?11:00 AM PST Register now to secure your spot! https://lnkd.in/eZ9J7kSG #AI #AssetManagement #Webinar #Finance #Investment #Innovation #CyberSecurity #DataAnalytics #ArtificialIntelligence #FutureOfFinance
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Our Fairview team had a great time connecting with the students at the University of North Carolina at Chapel Hill Career Fair Yesterday. Thanks to all who stopped by our booth to learn more about what Fairview has to offer!
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On January 8, the SEC’s Division of Investment Management issued new FAQs on the Investment Company Names Rule, which was amended in 2023. These amendments aim to increase shareholder protection by increasing the scope of funds required to adopt a policy to invest at least 80% of its assets based on the investment approach suggested by the fund name, as well as notice and recordkeeping requirements related to these policies. Click the link below to read the full report. https://hubs.li/Q034nFbN0
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On January 23, 2025, the U.S. Supreme Court granted the government’s motion to stay the nationwide preliminary injunction issued by a Texas district court in Texas Top Cop Shop, Inc. This would mean that the reporting of Beneficial Ownership Information under the Corporate Transparency Act (CTA) is back on. Click the link to read the full report. https://hubs.li/Q034m18X0
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SEC Acting Chairman Mark T. Uyeda announced today the launch of a crypto task force dedicated to developing a "comprehensive and clear regulatory framework for crypto assets," a stark divergence from the SEC's stance on cryptocurrency under former SEC Chairman Gensler's leadership. For more on what to expect under new leadership, click below to see our 7 Predictions for the SEC in 2025. https://hubs.ly/Q033npmt0
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