DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Fairview Capital Partners, LLC
Latest filing Mar 31, 2026
First filing on the tape Mar 21, 2012 · 25 filings
SEC status approved since Apr 13, 2012
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
26
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$2.5B as of Mar 31, 2026
Mar 28, 2013$2.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)26 as of Mar 31, 2026
Mar 28, 201324 then
Private funds26 as of Mar 31, 2026
Mar 28, 201314 then
RAUM -3.8% over the last fiscal year-1.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $95.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $43.5M, 26 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 26reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $43.5M for 26 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
34 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Fairview Special Opportunities Fund LP | Venture Capital Fund | $407M | 2 | Dec 7, 2011 |
| Keystone Legacy Fund LLC | Venture Capital Fund | $233M | 1 | Aug 21, 2018 |
| Nj High Point Vc Fund, L.P. | Venture Capital Fund | $200M | 2 | Mar 29, 2024 |
| Fairview Nyl Emerging Managers Fund I, L.P. | Private Equity Fund | $198M | 3 | Mar 31, 2022 |
| Fairview Special Opportunities Fund II, LP | Venture Capital Fund | $179M | 2 | Mar 27, 2015 |
| Ny Legacy Venture Capital Fund LP | Venture Capital Fund | $161M | 2 | Dec 7, 2011 |
| Fairview Private Markets Fund IV, LP | Venture Capital Fund | $150M | 10 | Mar 21, 2017 |
| Fairview Capital II, LPno longer reported | Private Equity Fund | $124M | 8 | Dec 7, 2011 |
| Fairview Private Markets Fund Vi, L.P. | Venture Capital Fund | $117M | 36 | Mar 31, 2022 |
| Fairview Eversource Opportunity Fund, LP | Venture Capital Fund | $109M | 2 | Mar 30, 2018 |
| Lincoln Fund I, LP | Private Equity Fund | $105M | 2 | Mar 28, 2014 |
| Lincoln Fund I, L.P. - Series B | Private Equity Fund | $101M | 2 | Mar 31, 2022 |
| Lincoln Fund I, L.P. - Series C | Private Equity Fund | $101M | 2 | Mar 29, 2024 |
| Fairview Foundations Emerging Managers Fund, L.P. | Private Equity Fund | $92.3M | 8 | Mar 30, 2020 |
| Fairview Capital Limited Partnershipno longer reported | Private Equity Fund | $92.1M | 6 | Dec 7, 2011 |
| Fairview Private Markets Fund V, LP | Venture Capital Fund | $66.7M | 11 | Mar 28, 2019 |
| Fairview Lone Star Fund, LP | Private Equity Fund | $58.4M | 2 | Mar 14, 2016 |
| Fairview Capital III, LPno longer reported | Private Equity Fund | $54.5M | 9 | Dec 7, 2011 |
| Fairview Capstone Partners II, LP | Private Equity Fund | $53.0M | 2 | Dec 7, 2011 |
| The New York Crf Investment Fund, LPno longer reported | Private Equity Fund | $50.0M | 3 | Dec 7, 2011 |
| Fairview Vc Inclusion Fund, LP | Private Equity Fund | $48.8M | 2 | Mar 30, 2023 |
| Fairview Opportuntity Fund, LP | Private Equity Fund | $47.2M | 2 | Mar 27, 2015 |
| Fairview Capstone Partners, LP | Private Equity Fund | $46.7M | 2 | Dec 7, 2011 |
| New York/Fairview Emerging Managers Fund, LP | Private Equity Fund | $44.0M | 4 | Dec 7, 2011 |
| Fairview Lone Star Fund II, LP | Private Equity Fund | $39.9M | 2 | Aug 21, 2018 |
| Fairview Volunteer Special Purpose Fund, LP | Venture Capital Fund | $38.8M | 2 | Mar 27, 2015 |
| Fairview Foundations Emerging Managers Fund II, L.P. | Private Equity Fund | $29.5M | 5 | Mar 30, 2023 |
| Fairview Lone Star Fund III, LP - Series A | Private Equity Fund | $24.9M | 2 | Mar 31, 2022 |
| Fairview Lone Star Fund III, LP - Series B | Private Equity Fund | $19.9M | 2 | Mar 30, 2023 |
| Fairview Ventures Fund II-Ny, LP | Venture Capital Fund | $7.8M | 2 | Dec 7, 2011 |
| New York/Fairview Private Equity Fund, LPno longer reported | Private Equity Fund | $5.2M | 2 | Dec 7, 2011 |
| Fairview Ventures Fund I, LP | Venture Capital Fund | $4.8M | 2 | Dec 7, 2011 |
| Fairview Ventures Fund III, LP | Venture Capital Fund | $4.4M | 11 | Dec 7, 2011 |
| Fairview Ventures Fund II, LPno longer reported | Venture Capital Fund | $799,171 | 6 | Dec 7, 2011 |
Owners and control persons
Schedule A and B, latest filing
- Isaac Alan Mattamana · Managing Partner, Fairview Capital Partners, LLCcontrolsince 01/2024 · owns less than 5%
- Cornelius Laurence Morse · Ceo/Owner, Fairview Capital Partners, LLCcontrolsince 09/1994 · owns 25% to 50%
- Ayodeji Kolawole Olofinboba · Managing Partner, Fairview Capital Partners, LLCcontrolsince 01/2015 · owns less than 5%
- Harris Joann Price · President/ Owner, Fairview Capital Partners, LLCcontrolsince 09/1994 · owns 25% to 50%
- Kwesi Quaye · Officer, Fairview Capital Partners, LLCcontrolsince 06/2023 · owns less than 5%
- Samuel Edwin Shirley · Senior Advisor, Fairview Capital Partners, LLCcontrolsince 01/2015 · owns less than 5%
- R Aakar Vachhani · Managing Partner, Fairview Capital Partners, LLCcontrolsince 01/2024 · owns less than 5%
- Denise Crystal Floyd · Chief Compliance Officer/Corporate Controller, Fairview Capital Partners, LLCsince 01/2015 · owns less than 5%
Entity owners
- New York Life Insurance Company · Minority Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- Fairview Constitution Management II LLCinvestment adviserpooled vehicle sponsory
- Fairview Constitution Management III, LLCinvestment adviserpooled vehicle sponsory
- Fairview Constitution Management IV LLCinvestment adviserpooled vehicle sponsoryRAUM $140M
- Fairview Constitution Management LLCinvestment adviserpooled vehicle sponsory
- Fairview Constitution Management V, LLCinvestment adviserpooled vehicle sponsory
Advisers that list Fairview Capital Partners, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 11 to 12Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 66 to 26Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $44.5M to $43.5MMar 31, 2025 to Mar 31, 2026
- Employees · 25 to 26Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.6B to $2.5BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.6B to $2.5BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.6B to $2.5BMar 31, 2025 to Mar 31, 2026
- Assets in custody · $39.6M to $44.5MJan 23, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 23, 2025 to Mar 31, 2025
- Discretionary RAUM · $2.7B to $2.6BJan 23, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $2.7B to $2.6BJan 23, 2025 to Mar 31, 2025
- RAUM · $2.7B to $2.6BJan 23, 2025 to Mar 31, 2025
- Advisory employees · 12 to 11Apr 17, 2024 to Jan 23, 2025
- Business name · FAIRVIEW CAPITAL PARTNERS, INC. to FAIRVIEW CAPITAL PARTNERS, LLCApr 17, 2024 to Jan 23, 2025
- Employees · 27 to 25Apr 17, 2024 to Jan 23, 2025
- Succession · true to falseApr 17, 2024 to Jan 23, 2025
- Legal name · FAIRVIEW CAPITAL PARTNERS, INC. to FAIRVIEW CAPITAL PARTNERS, LLCApr 12, 2024 to Apr 17, 2024
- Succession · false to trueApr 12, 2024 to Apr 17, 2024
- Organization form · Other (specify) to Limited Liability CompanyMar 29, 2024 to Apr 12, 2024
- Advisory employees · 10 to 12May 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 67 to 66May 31, 2023 to Mar 29, 2024
- Assets in custody · $39.8M to $39.6MMay 31, 2023 to Mar 29, 2024
- Employees · 25 to 27May 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.6B to $2.7BMay 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.6B to $2.7BMay 31, 2023 to Mar 29, 2024
- RAUM · $2.6B to $2.7BMay 31, 2023 to Mar 29, 2024
- Advisory employees · 11 to 10Mar 30, 2023 to May 31, 2023
- Employees · 26 to 25Mar 30, 2023 to May 31, 2023
- Accounts · 23 to 26Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 12 to 11Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 56 to 67Mar 31, 2022 to Mar 30, 2023
- Assets in custody · $296M to $39.8MMar 31, 2022 to Mar 30, 2023
- Private funds · 23 to 26Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.5B to $2.6BMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.5B to $2.6BMar 31, 2022 to Mar 30, 2023
- RAUM · $3.5B to $2.6BMar 31, 2022 to Mar 30, 2023
- Accounts · 21 to 23Mar 22, 2021 to Mar 31, 2022
- Pooled vehicle clients · 39 to 56Mar 22, 2021 to Mar 31, 2022
- Assets in custody · $60.3M to $296MMar 22, 2021 to Mar 31, 2022
- Private funds · 21 to 23Mar 22, 2021 to Mar 31, 2022
Signals
9 dated events
- Fairview Capital Partners, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)Apr 17, 2024 · Succession (Item 4) · fact
- Kwesi Quaye (Officer, Fairview Capital Partners, Inc.) appeared on Schedule A of Fairview Capital Partners, LlcMar 29, 2024 · Control person joined · fact
- Hsun Hui Cynthia Tseng (Officer, Fairview Capital Partners, Inc) no longer on Schedule A of Fairview Capital Partners, Llc (listed 2023-03-30, absent 2023-05-31)May 31, 2023 · Control person left · inference
- Fairview Capital Partners, Llc reported RAUM $2.6B, down 27% from $3.5B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Fairview Capital Partners, Llc reported RAUM $3.5B, up 48% from $2.4B (2021-03-22 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Ansel Howard Halligan (Senior Advisor, Fairview Capital Partners, Inc.) no longer on Schedule A of Fairview Capital Partners, Llc (listed 2020-03-30, absent 2021-03-22)Mar 22, 2021 · Control person left · inference
- Fairview Capital Partners, Llc reported RAUM $2.4B, down 69% from $7.7B (2019-05-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- George Douglas Boains (Member, Fairview Lincoln Fund I Management, Llc) no longer on Schedule A of Fairview Capital Partners, Llc (listed 2019-03-28, absent 2019-05-30)May 30, 2019 · Control person left · inference
- Fairview Capital Partners, Llc reported RAUM $7.9B, up 262% from $2.2B (2018-03-30 to 2018-08-21)Aug 21, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Fairview Capital Partners, LLC · Independent Sponsorsshared crd · capital_provider
- Fairview Capital Partners, Inc. · Private Equityshared crd · organization
- Fairview Capital Partners, Inc. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fairview-capitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- FAIRVIEWCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 860-674-8066reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026