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Faircourt Partners, LLC

Faircourt Partners, LLC. CRD 295508

Faircourt Partners, LLC logo

CRD: 295508

Faircourt Partners, LLC

Lake Bluff, IL, 60044
3128195010
$3.1B Total AUM
$2.7B Disc. AUM
24.9% 3Y CAGR
4 Employees
97 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Radial bridgeZenith
Established Date
04-27-2018
Office Locations
3

Office Locations

1 East Wacker, Suite 2505 Chicago IL
10 E. Scranton AVE Suite 203b Lake Bluff IL
-- NEW Brighton MN

About Faircourt Partners, LLC

Faircourt Partners is an independent fiduciary advisor focused on employer-sponsored retirement plans, creating and managing custom, employee-focused plan designs that balance cost, complexity, and evolving regulatory requirements. The firm serves corporate and institutional employers across industries and implements discretionary portfolios primarily with ETFs, with Charles Schwab & Co. listed as custodian.

Team overview

38 AVG AGE
$780.2M AVG AUM / ADVISOR
$32.2M AVG AUM / CLIENT
5.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Frontier Quantum quantum Signal frontier Radial pioneer Meridian

Client Personas

Matrix Foundation element

Custodian

Focus bridge

Investment Themes

Frontier summit Wave timber

Investment Vehicles

Glacier element Alpha capital

Services

Delta Insight Wave Radial pioneer Catalyst fusion

Technology

Horizon Foundation zenith

Owner & Executives

BENJAMIN TUCKER OLSON

BENJAMIN TUCKER OLSON

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#4809389
Ownership
50% but less than 75%
(941) 834-7052
momentum.element@elementcapital.com
in linkedin.com/in/focus-oak
CHARLES MORAN WADDELL

CHARLES MORAN WADDELL

Managing Member, Partner

CRD
#5268768
Ownership
50% but less than 75%
(930) 778-9459
frontier.eagle@quantumcapital.com
in linkedin.com/in/eagle-foundation

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Contacts

J

JONATHAN PATRICK BERG

Senior Advisor

CRD
#5231815
(456) 522-1835
north.legacy@timbercapital.com
in linkedin.com/in/value-pioneer
Jordan Thomas Fraser

Jordan Thomas Fraser

--

CRD
#4426903
(705) 334-9950
capital.prime@fusioncapital.com
in linkedin.com/in/atlas-north

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
03-30-2023
11-03-2024
04-02-2025
05-04-2026
Category Assets AVG. Account size
Discretionary $2,667,666,699 $31,384,314
Non-Discretionary $452,947,721 $37,745,643
Total $3,120,614,420 $32,171,283

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Separately Managed Accounts

Total SMA Asset: $3,120,614,420

$3.1B Total SMA
Public Funds:
22.7%
Cash:
10.3%
Corporate - Investment Grade:
17.8%
Corporate - Non-Investment Grade:
18.2%
Equity - Exchange:
7.6%
U.S. Government/Agency:
23.4%
Asset class Assets Assets %
Public Funds $907,323,929 22.7%
Cash $411,693,236 10.3%
Corporate - Investment Grade $711,469,865 17.8%
Corporate - Non-Investment Grade $727,457,952 18.2%
Equity - Exchange $303,773,650 7.6%
U.S. Government/Agency $935,303,081 23.4%
Total $3,997,021,713 100.0%

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