FAIRCOURT PARTNERS, LLC
Firm details
- Headquarters
- LAKE BLUFF, Illinois
- CRD number
- 295508
- Registered since
- April 27, 2018
- Website
- www.faircourtpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Pension & Profit Sharing Plans99.13%
- HNWI0.82%
- Individuals0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Faircourt Partners, LLC is an SEC-registered limited liability company (registered in 2018) that acts as a capital allocator for both individual/family and institutional clients. The firm provides discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, along with pension consulting and services to select other advisers. Its client-facing activities also include publishing periodic investment material and running educational seminars and workshops. Compensation is a mix of percentage-of-AUM fees and fixed fees. Faircourt does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
- Non-Investment Grade Corp Bonds1%
Contacts
3 of 4JONATHAN BERG
Relationship ManagerCRD 5231815
CHARLES WADDELL
Founding PartnerCRD 5268768
BENJAMIN OLSON
Founding PartnerCRD 4809389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE BLUFF, IL
LAKE
Location
LAKE BLUFF, IL
Headquartered in LAKE BLUFF, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 10 E Scranton Ave
- Time zone
- CT (UTC-6)
- Office locations
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