Faircourt Partners, LLC

RIASEC Registered

Total AUM

$3.1B

Discretionary

$2.7B

85% of AUM

Avg account

$32.2M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Faircourt Partners, LLC is an institutional registered investment adviser operating as an LLC and owned by an individual. The firm is SEC-registered (2018) and positions itself as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM and fixed-fee engagements. Advisory services extend beyond discretionary portfolio management to pension consulting, selection of other advisers, and educational outreach, including published periodicals and seminars. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.