SourcingSourcing

FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC

C25
CRD 170918·SEC 801-120918·SEATTLE, WA
AUM
$256.0M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$768K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD
170918
SEC file #
801-120918
EIN
831950582
DBA names
—

Economics

AUM
$256.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$115.0M → $256.0M▲ +123%
Client mix
Pooled Investment Vehicles10

Operations

Employees (total)
10
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
3 advisors → 3 advisors▬ 0%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
fairview-partners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FAIRVIEW PARTNERS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
FAIRVIEW PARTNERS LLC
RASMUSSEN, CARSON, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FAIRVIEW-PARTNERS.COM
Rdap Domain Creation Date
2010-12-30T22:47:39Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001759328
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2018-12-17
Edgar Last Filing Date
2018-12-17
Edgar Form D Count
1
Edgar Form D Offerings
2018-12-172018-12-17 · 0001759328-18-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4132
Soi Zip Pct 200k Plus
0.1767
Soi Zip Returns 200k Plus
2,870
Soi Zip Total AGI
2,620,513
Fdic Zip Total Deposits
18,578,831,000
Fdic Zip Branch Count
191
Fdic Zip Top Banks
Bank of America, National Association
Umpqua Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
119 S. MAIN STREET, SUITE 410SEATTLE, WA 98104
Business
119 S. MAIN STREET, SUITE 410SEATTLE, WA 98104
Edgar EIN
831950582
Edgar Recent Filings
D2018-12-17 · 0001759328-18-000001
Fdic Zip Branches Raw
Key Bank of WashingtonSeattle, WA
U.S. Bank of Washington, National AssociationSeattle, WA
Fdic Zip HHI
1733.97
Fdic Zip Top Bank Share Pct
27.66
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-30T22:47:39Z
Rdap Domain Last Changed
2025-12-15T23:39:30Z
Rdap Nameservers
Ns-cloud-a1.googledomains.comNs-cloud-a2.googledomains.comNs-cloud-a3.googledomains.comNs-cloud-a4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI23,191
Returns1,830
Stub 2
AGI101,633
Returns2,660
Stub 3
AGI180,559
Returns2,910
Soi Zip Total Business Income
70,477
Soi Zip Total Cap Gains
244,577
Soi Zip Total Dividends
134,346
Soi Zip Total Returns
16,240
Trust Company Affiliate
No

People (4)

4
RASMUSSEN, CARSON, ANDREW
IAR · Direct Owner · 87.5%
6313349
MAX FREDERICK THORNES
IAR
6613344
ANTHONY GEORGE JOHN
IAR
4902151
STEMM, NELS, DENSON
IAR
6313348