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•••••••• L••
Latest filing May 4, 2026
First filing on the tape Mar 27, 2018 · 15 filings
SEC status approved since Apr 27, 2018
RAUM
$3.1B
reported, Item 5.F
Discretionary
85%
of RAUM
Private clients
0.9%
$27.2M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$780M
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$3.1B as of May 4, 2026
Mar 29, 2019$486M then
HNW client RAUM$25.6M as of May 4, 2026
Mar 29, 2019$0 then
State-registered IARs (5.B.3)4 as of May 4, 2026
Mar 29, 20193 then
Employees (5.A)4 as of May 4, 2026
Mar 29, 20193 then
Private funds: no history
RAUM +28% over the last fiscal year+26% a year over threeIARs 3 to 4
Practice profile
derived from the filing of May 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $780MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 3derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $32.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 99%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- +33%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, publications, educational seminarsreportedItem 5.G
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$3.1B99%
- High-net-worth individuals$25.6M0.8%
- Individuals$1.6M0.1%
- Individual clients
- 5reported
- HNW clients
- 7reported
- Pension plan clients
- 85reported
- Charitable clients
- n/areported
- Accounts
- 97reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.01 fund_share=0.0 institutional_share=0.99 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 |
|---|---|---|---|---|
| B••••••• T••••• O•••• | Chicago, Il | Apr 27, 2018 | 19 y | 2 |
| C•••••• M•••• W•••••• | Chicago, Il | Apr 27, 2018 | 12 y | 1 |
| J••••• T••••• F••••• | Lake Bluff, Il | Oct 17, 2025 | 17 y | 4 |
| J••••••• P•••••• B••• | New Brighton, Mn | Jan 1, 2026 | 13 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- J••••••• P•••••• B••• from P•••••••• S••••••••• I•••Jan 1, 2026 · Other
- J••••• T••••• F••••• from L••••••• F••••• O•••••Oct 17, 2025 · Other
- B••••••• T••••• O•••• from F••••• C•••••• M••••••••• L••Apr 27, 2018 · Other
- C•••••• M•••• W•••••• from F••••• C•••••• M••••••••• L••Apr 27, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from F••••• C•••••• M••••••••• L••Oct 22, 2019 · Chicago, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- O••••• B•••••••• T••••• · Managing Member And Chief Compliance Officercontrolsince 03/2018 · owns 50% to 75%
- W••••••• C••••••• M•••• · Managing Membercontrolsince 03/2018 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Chicago, Il | 2 | 0 | 0 | ||
| Lake Bluff, Il · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 85 to 97Apr 2, 2025 to Mar 20, 2026
- Advisory employees · 3 to 4Apr 2, 2025 to Mar 20, 2026
- HNW clients · unset to 7.0Apr 2, 2025 to Mar 20, 2026
- Pension plan clients · 80 to 85Apr 2, 2025 to Mar 20, 2026
- Employees · 3 to 4Apr 2, 2025 to Mar 20, 2026
- State-registered IARs · 3 to 4Apr 2, 2025 to Mar 20, 2026
- Discretionary RAUM · $2.1B to $2.7BApr 2, 2025 to Mar 20, 2026
- HNW RAUM · unset to 25635810.0Apr 2, 2025 to Mar 20, 2026
- Individual RAUM · $4.8M to $1.6MApr 2, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $367M to $453MApr 2, 2025 to Mar 20, 2026
- Pension RAUM · $2.4B to $3.1BApr 2, 2025 to Mar 20, 2026
- RAUM · $2.4B to $3.1BApr 2, 2025 to Mar 20, 2026
- Accounts · 82 to 85Nov 3, 2024 to Apr 2, 2025
- Individual clients · 8 to 5Nov 3, 2024 to Apr 2, 2025
- Pension plan clients · 74 to 80Nov 3, 2024 to Apr 2, 2025
- Financial planning clients · unset to Nov 3, 2024 to Apr 2, 2025
- HQ city · CHICAGO to LAKE BLUFFNov 3, 2024 to Apr 2, 2025
- Discretionary RAUM · $1.8B to $2.1BNov 3, 2024 to Apr 2, 2025
- Individual RAUM · $6.0M to $4.8MNov 3, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $310M to $367MNov 3, 2024 to Apr 2, 2025
- Pension RAUM · $2.1B to $2.4BNov 3, 2024 to Apr 2, 2025
- RAUM · $2.1B to $2.4BNov 3, 2024 to Apr 2, 2025
- Accounts · 89 to 82Mar 30, 2023 to Mar 27, 2024
- Pension plan clients · 81 to 74Mar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.3B to $1.8BMar 30, 2023 to Mar 27, 2024
- Individual RAUM · $5.2M to $6.0MMar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $265M to $310MMar 30, 2023 to Mar 27, 2024
- Pension RAUM · $1.6B to $2.1BMar 30, 2023 to Mar 27, 2024
- RAUM · $1.6B to $2.1BMar 30, 2023 to Mar 27, 2024
- Accounts · 78 to 89Nov 8, 2022 to Mar 30, 2023
- Individual clients · 6 to 8Nov 8, 2022 to Mar 30, 2023
- Pension plan clients · 72 to 81Nov 8, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.2B to $1.3BNov 8, 2022 to Mar 30, 2023
- Individual RAUM · $5.4M to $5.2MNov 8, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $228M to $265MNov 8, 2022 to Mar 30, 2023
- Pension RAUM · $1.5B to $1.6BNov 8, 2022 to Mar 30, 2023
- RAUM · $1.5B to $1.6BNov 8, 2022 to Mar 30, 2023
- Accounts · 69 to 78Mar 29, 2021 to Mar 25, 2022
- Corporate clients · 62.0 to unsetMar 29, 2021 to Mar 25, 2022
- Individual clients · 7 to 6Mar 29, 2021 to Mar 25, 2022
Signals
6 dated events
- F•••••••• P•••••••• L•• reported RAUM $3.1B, up 28% from $2.4B (2025-04-02 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- F•••••••• P•••••••• L•• reported RAUM $2.1B, up 31% from $1.6B (2023-03-30 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- F•••••••• P•••••••• L•• reported RAUM $1.5B, up 34% from $1.1B (2021-03-29 to 2022-03-25)Mar 25, 2022 · RAUM change · derived
- F•••••••• P•••••••• L•• reported RAUM $1.1B, up 91% from $577.4M (2020-06-30 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- F•••••••• P•••••••• L•• reported RAUM $485.6M, up 92% from $252.8M (2018-07-12 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- F•••••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Mar 27, 2018 · 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/faircourt-partners/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- faircourtpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (312) 819-5010reportedpublic record, Form ADV, May 4, 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
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $780Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026