Anthony John
Anthony John is a registered investment advisor at Fairview Partners Investment Management LLC, based in Seattle, WA, with 19 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 11 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fairview Partners Investment Management manages investments for private funds. The management fees for these funds vary:
- For core blind-pool Funds (Fund IV, Fund V, Fund VI, Fund VII and Fund VIII), the management fee is 2.0% annually (0.5% quarterly) of the investor's capital commitment during the investment period, and then of the fund's net invested capital.
- For special purpose vehicles (FV TS2 and FVR), the management fee ranges from 1.0% to 1.5% annually (0.25% to 0.375% quarterly) of the investor's capital commitment, less distributions.
- For the Evergreen Fund and Fairview Advantage Fund I, LP, the management fee is 2.0% annually (0.5% quarterly) of the partner's capital account balance.
- For the Gold Fund, the management fee is 2.0% annually (0.5% quarterly) of the partner's capital account balance.
These fees are deducted directly from investor capital accounts.
Location
707 E Harrison St, Seattle, WA, 98102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anthony operates under the DBA US Investors International for his LPL business since 2000. He also has a business entity, Lewelling Ventures, Inc., for tax/investment purposes, which is not investment related.
Employment History
Current Registrations
Fairview Partners Investment Management LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
John Hancock Distributors LLCBroker
State Registrations1 state
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