SourcingSourcing

FAIRVIEW CAPITAL PARTNERS, LLC

C30
CRD 161258·SEC 801-74743·WEST HARTFORD, CT
AUM
$2.49B
$1B+
Est. Revenue
$24.9M
@ 1% on AUM
Est. EBITDA
$7.5M
@ 30% margin
Est. Deal Value
$59.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRVIEW CAPITAL PARTNERS, LLC
CRD
161258
SEC file #
801-74743
EIN
—
DBA names
Fairview Capital Partners, Inc.Fairview Capital Partners, Llc

Economics

AUM
$2.49B
AUM band
$1B+
AUM trajectory
'20'26
$7.72B → $2.49B▼ -68%
Client mix
Pooled Investment Vehicles26

Operations

Employees (total)
26
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
13 advisors → 12 advisors▼ -8%
Primary office
WEST HARTFORD CT
Branches
Count1

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
x.com/fairviewcapital

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MORSE, LAURENCE, CORNELIUS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
9
Control Persons
MORSE, LAURENCE, CORNELIUS
NEW YORK LIFE INSURANCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
40,161
Form 5500 Compensation Trajectory 3y
202540,161
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
40,161
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley36
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4359573
Trust Company Affiliate
No

People (8)

8
MORSE, LAURENCE, CORNELIUS
Direct Owner · 37.5%
4359573
PRICE, JOANN, HARRIS
Direct Owner · 37.5%
4373639
MATTAMANA, ALAN, ISAAC
Executive Officer · 2.5%
3267445
OLOFINBOBA, KOLAWOLE,
Executive Officer · 2.5%
6004607
Quaye, Kwesi
Executive Officer · 2.5%
7882965
SHIRLEY, EDWIN, SAMUEL
Executive Officer · 2.5%
2677021
VACHHANI, AAKAR, R
Executive Officer · 2.5%
5050702
FLOYD, CRYSTAL, DENISE
Executive Officer · 2.5%
5198113