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.
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SEC-registered adviser
F••••••• P••••••• I••••••••• M••••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Mar 24, 2021 · 10 filings
SEC status approved since Apr 23, 2021
RAUM
$256M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$64.0M
derived; firm RAUM over IAPD count
Employees
10
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$256M as of Mar 24, 2026
Mar 24, 2021$115M then
HNW client RAUM: no history
State-registered IARs (5.B.3)3 as of Mar 24, 2026
Mar 24, 20213 then
Employees (5.A)10 as of Mar 24, 2026
Mar 24, 202110 then
Private funds10 as of Mar 24, 2026
Mar 24, 20214 then
RAUM -3.9% over the last fiscal year+9.7% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
- RAUM per advisor
- $64.0MderivedRAUM 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
- $25.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 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
- $256M, 10 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$256M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $256M for 10 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
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••• A••••• R•••••••• | Seattle, Wa | Dec 18, 2014 | 15 y | 0 |
| N••• D••••• S•••• | S•••• Monica, Ca | Dec 18, 2014 | 15 y | 0 |
| A•••••• G••••• J••• | Seattle, Wa | Feb 2, 2015 | 16 y | 3 |
| M•• F•••••••• T•••••• | Seattle, Wa | Mar 8, 2016 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- M•••••• V•••••• M••••• to N•••• C•••• C••••••• L••Aug 17, 2018 · Other
Joined, latest
- A•••••• G••••• J••• from R•••••• I•••••••••Feb 2, 2015 · Other
Private funds
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F••••••• I••••••••• F••• V• L• | Real Estate Fund | $113M | 203 | Sep 22, 2022 |
| F••••••• I••••••••• F••• V•• L• | Real Estate Fund | $36.1M | 116 | Sep 22, 2022 |
| F••••••• I••••••••• F••• I•• L•no longer reported | Real Estate Fund | $30.0M | 99 | Mar 24, 2021 |
| F• A•••••• L•• | Real Estate Fund | $28.1M | 7 | Sep 22, 2022 |
| F••••••• I••••••••• F••• I••• L• | Real Estate Fund | $26.5M | 140 | Mar 24, 2021 |
| F••••••• I••••••••• F••• V••• L• | Real Estate Fund | $24.6M | 105 | Mar 19, 2024 |
| F• C• H•••••••• L•• | Real Estate Fund | $19.8M | 9 | Mar 14, 2023 |
| F• S•••• F•• L•• | Real Estate Fund | $15.3M | 12 | Mar 19, 2024 |
| F••••••• I••••••••• F••• I•• L• | Hedge Fund | $15.0M | 120 | Mar 24, 2021 |
| F••••••• E•••••••• F•••• L• | Hedge Fund | $11.2M | 38 | Mar 24, 2021 |
| F• T•••• S••••• L•• | Real Estate Fund | $11.1M | 8 | Mar 19, 2024 |
| F••••••• G••• F•••• L• | Hedge Fund | $436,962 | 16 | Sep 22, 2022 |
Owners and control persons
Schedule A and B, latest filing
- R••••••••• C•••••• A••••• · Chief Compliance Officercontrolsince 12/2010 · owns 75% or more
- R••••••••• C•••••• A••••• · Membercontrolsince 12/2010 · owns 75% or more of C•• I••••••••• L••
- S••••• N•••• D••••• · Membercontrolsince 12/2012 · owns 75% or more of S•••• D••••••••• L••
Entity owners
- F••••••• P••••••• L•• · Sole Memberdirect · owns 75% or more
- C•• I••••••••• L•• · Memberindirect · owns 50% to 75% of F••••••• P••••••• L••
- S•••• D••••••••• L•• · Memberindirect · owns 50% to 75% of F••••••• P••••••• L••
Related persons
Schedule D 7.A
- C••••• A••••• R••••••••pooled vehicle sponsory
- F••••••• P••••••• L••pooled vehicle sponsorn
- N••• D••••• S••••pooled vehicle sponsory
- S••••••• A•••••••• L••pooled vehicle sponsory
Advisers that list F••••••• P••••••• I••••••••• M••••••••• L•• as a related person
- 322976 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Seattle, Wa · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 11 to 10Mar 28, 2025 to Mar 24, 2026
- Pooled vehicle clients · 11 to 10Mar 28, 2025 to Mar 24, 2026
- Assets in custody · $135M to $256MMar 28, 2025 to Mar 24, 2026
- Private funds · 11 to 10Mar 28, 2025 to Mar 24, 2026
- Discretionary RAUM · $266M to $256MMar 28, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $266M to $256MMar 28, 2025 to Mar 24, 2026
- RAUM · $266M to $256MMar 28, 2025 to Mar 24, 2026
- Accounts · 10 to 11Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 10 to 11Mar 27, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 28, 2025
- Private funds · 10 to 11Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $236M to $266MMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $236M to $266MMar 27, 2024 to Mar 28, 2025
- RAUM · $236M to $266MMar 27, 2024 to Mar 28, 2025
- Accounts · 8 to 10Jan 2, 2024 to Mar 19, 2024
- Pooled vehicle clients · 8 to 10Jan 2, 2024 to Mar 19, 2024
- Private funds · 8 to 10Jan 2, 2024 to Mar 19, 2024
- Discretionary RAUM · $194M to $236MJan 2, 2024 to Mar 19, 2024
- Pooled vehicle RAUM · $194M to $236MJan 2, 2024 to Mar 19, 2024
- RAUM · $194M to $236MJan 2, 2024 to Mar 19, 2024
- Pooled vehicle clients · 5 to 8Mar 14, 2023 to Jun 5, 2023
- Accounts · 5 to 8May 3, 2022 to Mar 14, 2023
- Private funds · 4 to 8May 3, 2022 to Mar 14, 2023
- Discretionary RAUM · $135M to $194MMay 3, 2022 to Mar 14, 2023
- Pooled vehicle RAUM · $135M to $194MMay 3, 2022 to Mar 14, 2023
- RAUM · $135M to $194MMay 3, 2022 to Mar 14, 2023
- Assets in custody · $1.1B to $135MMar 24, 2021 to May 3, 2022
- Discretionary RAUM · $115M to $135MMar 24, 2021 to May 3, 2022
- Pooled vehicle RAUM · $115M to $135MMar 24, 2021 to May 3, 2022
- RAUM · $115M to $135MMar 24, 2021 to May 3, 2022
- Accounts · 250 to 5Mar 24, 2021 to Mar 24, 2021
- Advisory employees · 6 to 3Mar 24, 2021 to Mar 24, 2021
- Employees · 8 to 10Mar 24, 2021 to Mar 24, 2021
Signals
1 dated events
- F••••••• P••••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 24, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fairview-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 2063218255reportedpublic record, Form ADV, Mar 24, 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
- $64.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
F••••••• P••••••• I••••••••• M••••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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