Faircourt Partners, LLC

RIASEC RegisteredEst. 2018

Total AUM

$3.1B

Discretionary

$2.7B

85% of AUM

Avg account

$32.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Lake Bluff, Illinois
CRD number: 295508
Registered since: April 27, 2018
Website: www.faircourtpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans99.13%
HNWI0.82%
Individuals0.05%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Faircourt Partners, LLC is an SEC-registered institutional registered investment adviser organized as an LLC and first registered in 2018. The firm is owned by an individual and identifies as a capital allocator that advises both high-net-worth individuals and families as well as institutional clients. Its advisory mandate includes discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions, along with pension consulting and the selection of other advisers. The firm also engages in client education and thought leadership through newsletters and seminars. Fee arrangements combine a percentage-of-assets model with fixed fees. Faircourt does not characterize itself as an active ESG investor. It is not designated as a multi-state adviser in the source data and is not listed as a related adviser to another firm.