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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Former SEC-registered adviser
F•••••• A•••••• I••••••••• A•••••••• L••
Latest filing Mar 20, 2024
First filing on the tape Nov 22, 2019 · 10 filings
RAUM
$141M
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
17
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
$141M gross assets
History
10 filings and snapshots on the tape
RAUM$141M as of Mar 20, 2024
Feb 3, 2021$128M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 20, 2024
Feb 3, 20211 then
Employees (5.A)17 as of Mar 20, 2024
Feb 3, 202115 then
Private funds6 as of Mar 20, 2024
Feb 3, 20215 then
RAUM -2.6% over the last fiscal year+3.2% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 20, 2024; every figure names its basis
- RAUM per advisor
- $141MderivedRAUM 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
- $23.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 17.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.6%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-based, commissionsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$141M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performance, commissionsreported
- Class basis
- absent from the latest SEC rosterderived
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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•••••• A•••••• F••• V••••• L• | Real Estate Fund | $63.5M | 111 | Nov 22, 2019 |
| F•••••• A•••••• F••• V•• L• | Real Estate Fund | $36.7M | 91 | Nov 22, 2019 |
| F•••••• A•••••• V•••••••• S••••••••• F••• L•• | Real Estate Fund | $21.2M | 40 | Nov 22, 2019 |
| F•••••• V••• G• F••• L•• | Real Estate Fund | $17.3M | 61 | Feb 3, 2021 |
| F•••••• A•••••• F••• V•• L••no longer reported | Real Estate Fund | $4.5M | 56 | Nov 22, 2019 |
| F•••••• B••••• G• F••• L•• | Real Estate Fund | $2.6M | 11 | Mar 30, 2022 |
| F•••••• F••• V• L••no longer reported | Real Estate Fund | $486,600 | 64 | Nov 22, 2019 |
| F•••••• A•••••• R••••• C•••••• F••• • F••• X••• L•• | Real Estate Fund | $0 | 0 | Mar 20, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••• A•••••• M••••• · Presidentcontrolsince 01/2022 · owns less than 5%
- C••••••• D•••••• W•••••• · Chief Financial Officercontrolsince 10/2023 · owns less than 5%
- M••••••• B•••• W•••• · Chief Executive Officercontrolsince 08/2016 · owns less than 5%
- Z••••••••• J••• A••••• · G•••••• C••••••controlsince 08/2016 · owns less than 5%
- B•••• A•••••• M••••• · Membercontrolsince 11/2021 · owns 75% or more of C••••••• P•••••• V••••••• L••
- C••••••• D•••••• W•••••• · Membercontrolsince 12/2010 · owns 75% or more of W•• W••• L••
- C••••••• M••••••• D••• · Membercontrolsince 07/2022 · owns 75% or more of P••••• L••
- M••••••• B•••• W•••• · Shareholdercontrolsince 12/1996 · owns 75% or more of S••••••• I••••••••• C•••••••••
- T••••• W••••••• T••••• · Membercontrolsince 07/2022 · owns 75% or more of T•••• R•••• I••••••••• L••
- Z••••••••• J••• A••••• · Shareholdercontrolsince 11/2010 · owns 75% or more of O•••••• G•••••• C•••••• S•••••••• P•
- H•••••• M••••••• R•••••• · Ccosince 11/2019 · owns less than 5%
Entity owners
- F•••••• A••••••• L•• · Memberdirect · owns 75% or more
- C••••••• P•••••• V••••••• L•• · Memberindirect · owns F of F•••••• A••••••• L••
- E•••••••• I••••••••• G•••• · Memberindirect · owns 50% to 75% of F•••••• A••••••• L••
- O•••••• G•••••• C•••••• S•••••••• P• · Memberindirect · owns F of F•••••• A••••••• L••
- S••••••• I••••••••• C••••••••• · Memberindirect · owns 75% or more of E•••••••• I••••••••• G••••
- W•• W•• I••••••••• G••••• L•• · Memberindirect · owns F of F•••••• A••••••• L••
- W•• W••• L•• · Memberindirect · owns 75% or more of W•• W•• I••••••••• G••••• L••
- C••••••• P•••••• V••••••• L•• · Memberindirect · owns F of E•••••••• I••••••••• G••••
- P••••• L•• · Memberindirect · owns F of E•••••••• I••••••••• G••••
- T•••• R•••• I••••••••• L•• · Memberindirect · owns F of E•••••••• I••••••••• G••••
Related persons
Schedule D 7.A
- F•••••• A••••••• L••y
- N••••••• A•••• O••••••••• F••• M•••••• L••pooled vehicle sponsorn
- O•••••• G•••••• C•••••• S•••••••• P•y
- V••••••• L••insurancen
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 6Mar 21, 2023 to Mar 20, 2024
- Advisory employees · 16 to 17Mar 21, 2023 to Mar 20, 2024
- Pooled vehicle clients · 5 to 6Mar 21, 2023 to Mar 20, 2024
- Employees · 16 to 17Mar 21, 2023 to Mar 20, 2024
- Private funds · 5 to 6Mar 21, 2023 to Mar 20, 2024
- Discretionary RAUM · $144M to $141MMar 21, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $144M to $141MMar 21, 2023 to Mar 20, 2024
- RAUM · $144M to $141MMar 21, 2023 to Mar 20, 2024
- Accounts · 6 to 5Sep 15, 2022 to Mar 21, 2023
- Advisory employees · 15 to 16Sep 15, 2022 to Mar 21, 2023
- BD registered reps · 1 to 2Sep 15, 2022 to Mar 21, 2023
- Pooled vehicle clients · 6 to 5Sep 15, 2022 to Mar 21, 2023
- Employees · 15 to 16Sep 15, 2022 to Mar 21, 2023
- Insurance-licensed employees · 1 to 0Sep 15, 2022 to Mar 21, 2023
- Private funds · 6 to 5Sep 15, 2022 to Mar 21, 2023
- Discretionary RAUM · $143M to $144MSep 15, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $143M to $144MSep 15, 2022 to Mar 21, 2023
- RAUM · $143M to $144MSep 15, 2022 to Mar 21, 2023
- Accounts · 5 to 6Feb 25, 2021 to Mar 30, 2022
- BD registered reps · 2 to 1Feb 25, 2021 to Mar 30, 2022
- Pooled vehicle clients · 5 to 6Feb 25, 2021 to Mar 30, 2022
- Insurance-licensed employees · 0 to 1Feb 25, 2021 to Mar 30, 2022
- Private funds · 5 to 6Feb 25, 2021 to Mar 30, 2022
- Discretionary RAUM · $128M to $143MFeb 25, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $128M to $143MFeb 25, 2021 to Mar 30, 2022
- RAUM · $128M to $143MFeb 25, 2021 to Mar 30, 2022
- Accounts · 4 to 5Feb 13, 2020 to Feb 3, 2021
- Advisory employees · 13 to 15Feb 13, 2020 to Feb 3, 2021
- Pooled vehicle clients · 4 to 5Feb 13, 2020 to Feb 3, 2021
- Employees · 13 to 15Feb 13, 2020 to Feb 3, 2021
- Private funds · 4 to 5Feb 13, 2020 to Feb 3, 2021
- Discretionary RAUM · $110M to $128MFeb 13, 2020 to Feb 3, 2021
- Pooled vehicle RAUM · $110M to $128MFeb 13, 2020 to Feb 3, 2021
- RAUM · $110M to $128MFeb 13, 2020 to Feb 3, 2021
- Accounts · 5 to 4Nov 22, 2019 to Feb 13, 2020
- Pooled vehicle clients · 5 to 4Nov 22, 2019 to Feb 13, 2020
- Private funds · 5 to 4Nov 22, 2019 to Feb 13, 2020
- Discretionary RAUM · $105M to $110MNov 22, 2019 to Feb 13, 2020
- Pooled vehicle RAUM · $105M to $110MNov 22, 2019 to Feb 13, 2020
- RAUM · $105M to $110MNov 22, 2019 to Feb 13, 2020
Signals
6 dated events
- Franklin John Wilson (Chief Financial Officer) no longer on Schedule A of F•••••• A•••••• I••••••••• A•••••••• L•• (listed 2023-03-21, absent 2024-03-20)Mar 20, 2024 · Control person left · inference
- Dean Matthew Coleman (Member) appeared on Schedule A of F•••••• A•••••• I••••••••• A•••••••• L••Mar 21, 2023 · Control person joined · fact
- Franklin John Wilson (Chief Financial Officer) appeared on Schedule A of F•••••• A•••••• I••••••••• A•••••••• L••Mar 30, 2022 · Control person joined · fact
- Taylor William Thier (Chief Operations Officer) appeared on Schedule A of F•••••• A•••••• I••••••••• A•••••••• L••Mar 30, 2022 · Control person joined · fact
- Mcgraw Adrian Boly (Member) appeared on Schedule A of F•••••• A•••••• I••••••••• A•••••••• L••Mar 30, 2022 · Control person joined · fact
- F•••••• A•••••• I••••••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Nov 22, 2019 · 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/fairway-americareportedpublic record, Form ADV, Sep 18, 2026
- Website
- F••••••A••••••.COMreportedpublic record, Form ADV, Sep 18, 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
- Former SEC-registered adviserderiveda 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
Across the graphs
F•••••• A•••••• I••••••••• A•••••••• 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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