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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

FAIRCOURT PARTNERS, LLC

CRD 295508

LAKE BLUFF, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9276ae48-e428-417a-50aa-ff1772a36cf1

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 1
Observed: Mar 27, 2018 to May 4, 2026
15 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Faircourt Partners, LLC

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.01 fund_share=0.0 institutional_share=0.99 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.1BItem 5.F on the latest filing (2026-05-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7B
Private client RAUM: $27.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $780Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 97
Individual clients: 5
High net worth clients: 7
SEC number: 801-112970
CRD: 295508
Filings on the tape: 15
First filed: Mar 27, 2018
Latest filed: May 4, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN TUCKER OLSON	n/a	Chicago, IL	8	19	2	no
CHARLES MORAN WADDELL	n/a	Chicago, IL	8	12	1	no
Jordan Thomas Fraser	n/a	LAKE BLUFF, IL	0	17	4	no
JONATHAN PATRICK BERG	n/a	New Brighton, MN \| LAKE BLUFF, IL	0	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
OLSON, BENJAMIN, TUCKER	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	D	yes	03/2018	Mar 27, 2018	Nov 3, 2024
WADDELL, CHARLES, MORAN	MANAGING MEMBER	D	yes	03/2018	Mar 27, 2018	Nov 3, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 20, 2026	$3.1B	$2.7B	4	4	n/a	n/a
2024	Apr 2, 2025	$2.4B	$2.1B	3	3	n/a	n/a
2023	Mar 27, 2024	$2.1B	$1.8B	3	3	n/a	n/a
2022	Mar 30, 2023	$1.6B	$1.3B	3	3	n/a	n/a
2021	Mar 25, 2022	$1.5B	$1.2B	3	3	n/a	n/a
2020	Mar 29, 2021	$1.1B	$893M	3	3	n/a	n/a
2019	Apr 30, 2020	$577M	$355M	3	3	n/a	n/a
2018	Mar 29, 2019	$486M	$265M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.1B	$2.4B	27.6%	$1.6B	25.7%	4	3	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FOREST CAPITAL MANAGEMENT, LLC	2	Oct 22, 2019	Apr 27, 2018	CHICAGO, IL	Team lift out	Other	50.0%

Relationships

Registered with (4)

← JONATHAN PATRICK BERGAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Jordan Thomas FraserAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← BENJAMIN TUCKER OLSONAdvisorregistration: current employment
Apr 27, 2018 to presentfactForm ADV
← CHARLES MORAN WADDELLAdvisorregistration: current employment
Apr 27, 2018 to presentfactForm ADV

Controls (2)

← OLSON, BENJAMIN, TUCKEROwnerMANAGING MEMBER AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 27, 2018 to Nov 3, 2024factForm ADV
← WADDELL, CHARLES, MORANOwnerMANAGING MEMBER, ownership code D, individual
Mar 27, 2018 to Nov 3, 2024factForm ADV

Moved with (1)

← FOREST CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Oct 22, 2019 to Apr 27, 2018factForm ADV

Dated events

Occurred
Mar 20, 2026
Regulatory AUM changed
Faircourt Partners, Llc reported RAUM $3.1B, up 28% from $2.4B (2025-04-02 to 2026-03-20)
Form ADVobserved 4 days ago
$674M
Occurred
Mar 27, 2024
Regulatory AUM changed
Faircourt Partners, Llc reported RAUM $2.1B, up 31% from $1.6B (2023-03-30 to 2024-03-27)
Form ADVobserved 4 days ago
$491M
Occurred
Mar 25, 2022
Regulatory AUM changed
Faircourt Partners, Llc reported RAUM $1.5B, up 34% from $1.1B (2021-03-29 to 2022-03-25)
Form ADVobserved 4 days ago
$372M
Occurred
Mar 29, 2021
Regulatory AUM changed
Faircourt Partners, Llc reported RAUM $1.1B, up 91% from $577.4M (2020-06-30 to 2021-03-29)
Form ADVobserved 4 days ago
$524M
Occurred
Mar 29, 2019
Regulatory AUM changed
Faircourt Partners, Llc reported RAUM $485.6M, up 92% from $252.8M (2018-07-12 to 2019-03-29)
Form ADVobserved 4 days ago
$233M
Occurred
Mar 27, 2018
First Form ADV filing
Faircourt Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9276ae48-e428-417a-50aa-ff1772a36cf1
First observed: Mar 27, 2018
Last observed: May 4, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAIRCOURT PARTNERS, LLC

CRD 295508

LAKE BLUFF, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9276ae48-e428-417a-50aa-ff1772a36cf1

Data as of May 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN TUCKER OLSON

n/a

Chicago, IL

CHARLES MORAN WADDELL

n/a

Chicago, IL

Jordan Thomas Fraser

n/a

LAKE BLUFF, IL

JONATHAN PATRICK BERG

n/a

New Brighton, MN | LAKE BLUFF, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OLSON, BENJAMIN, TUCKER

MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

yes

03/2018

Mar 27, 2018

Nov 3, 2024

WADDELL, CHARLES, MORAN

MANAGING MEMBER

yes

03/2018

Mar 27, 2018

Nov 3, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$3.1B

$2.7B

n/a

2024

Apr 2, 2025

$2.4B

$2.1B

n/a

2023

Mar 27, 2024

$2.1B

$1.8B

n/a

2022

Mar 30, 2023

$1.6B

$1.3B

n/a

2021

Mar 25, 2022

$1.5B

$1.2B

n/a

2020

Mar 29, 2021

$1.1B

$893M

n/a

2019

Apr 30, 2020

$577M

$355M

n/a

2018

Mar 29, 2019

$486M

$265M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.1B

$2.4B

27.6%

$1.6B

25.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FOREST CAPITAL MANAGEMENT, LLC

Oct 22, 2019

Apr 27, 2018

CHICAGO, IL

Team lift out

Other

50.0%