SourcingSourcing

FAIRWAY CAPITAL MANAGEMENT, LLC

C44
CRD 312918·SEC 801-122662·CHICAGO, IL
AUM
$85.2M
$25M-$100M
Est. Revenue
$852K
@ 1% on AUM
Est. EBITDA
$256K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FAIRWAY CAPITAL MANAGEMENT, LLC
CRD
312918
SEC file #
801-122662
EIN
851024666
DBA names
—

Economics

AUM
$85.2M
AUM band
$25M-$100M
AUM trajectory
'22'26
$61.0M → $85.2M▲ +40%
Client mix
Pooled Investment Vehicles2
Investment Companies1

Operations

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

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
fairwaycapm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CALLAHAN, KEVIN, THOMAS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
CALLAHAN, KEVIN, THOMAS
BOZZELLI, LAUREN, JONES
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
ok
Rdap Domain
FAIRWAYCAPM.COM
Rdap Domain Creation Date
2016-01-10T19:25:01Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001828147
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2020-10-15
Edgar Last Filing Date
2022-01-24
Edgar Form D Count
3
Edgar Form D Offerings
2022-01-242022-01-24 · 0001828147-22-000002
2021-10-082021-10-08 · 0001828147-21-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Window
Folio Institutional1
Full
Jpmorgan4
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
ONE SOUTH WACKER DRIVESUITE 1050CHICAGO, IL 60606
Business
ONE SOUTH WACKER DRIVESUITE 1050CHICAGO, IL 60606
Edgar EIN
851024666
Edgar Recent Filings
D/A2022-01-24 · 0001828147-22-000002
D/A2021-10-08 · 0001828147-21-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-10T19:25:01Z
Rdap Domain Last Changed
2026-01-11T18:22:49Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2777326
Trust Company Affiliate
No

People (5)

5
CALLAHAN, KEVIN, THOMAS
Direct Owner · 62.5%
2777326
BOZZELLI, LAUREN, JONES
Direct Owner · 17.5%
7338869
JOHN RYAN CALLAHAN
Direct Owner · 17.5%
6572304
GLADDEN, THOMAS, MICHAEL
Direct Owner · 17.5%
7338860
MILLIGAN, LAURA, JOAN
Direct Owner · 17.5%
4706095