Fairway America Investment Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $141M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Fairway America Fund Viiqp, Lp | Real Estate Fund | Delaware | $63.5M | 111 |
| Fairway America Fund Vii Lp | Real Estate Fund | Delaware | $36.7M | 91 |
| Fairway America Value Add Self Storage Fund Llc master | Real Estate Fund | Delaware | $21.2M | 40 |
| Fairway Vivo Gp Fund Llc | Real Estate Fund | Delaware | $17.3M | 61 |
| Fairway Bamboo Gp Fund Llc | Real Estate Fund | Delaware | $2.6M | 11 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew, Burk, Wayne | Shareholder | Dec 1996 (30y) | ≈ 21.09% – 75% via Skylands Investment Corporation | |
| Zollinger, Jay, Arthur | Shareholder | Nov 2010 (16y) | 75% or more of Outside General Counsel Services, Pc (indirect) | |
| Cassidy, Darris, William | Member | Dec 2010 (16y) | 75% or more of Win Win, Llc (indirect) | |
| Holman, Michael, Richard | Cco | Nov 2019 (7y) | Less than 5% | |
| Boly, Adrian, Mcgraw | Member | Nov 2021 (5y) | 75% or more of Chehalem Pacific Ventures Llc (indirect) | |
| Coleman, Matthew, Dean | Member | Jul 2022 (4y) | 75% or more of Perian Llc (indirect) | |
| Thier, William, Taylor | Member | Jul 2022 (4y) | 75% or more of Tango Romeo Investments Llc (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fairway America, Llc | Member | Aug 2016 | A | 75% or more |
| Win Win, Llc | Member | Jan 2022 | B | 75% or more of Win Win Investment Group, Llc (indirect) |
| Skylands Investment Corporation | Member | May 2017 | B | ≈ 28.13% – 75% via Eastridge Investment Group |
| Eastridge Investment Group | Member | May 2017 | B | ≈ 37.5% – 75% via Fairway America, Llc |
| Outside General Counsel Services, Pc | Member | Jan 2015 | B | GP / trustee / elected manager of Fairway America, Llc (indirect) |
| Win Win Investment Group, Llc | Member | Jan 2022 | B | GP / trustee / elected manager of Fairway America, Llc (indirect) |
| Chehalem Pacific Ventures Llc | Member | Jan 2022 | B | GP / trustee / elected manager of Fairway America, Llc (indirect) |
| Perian Llc | Member | Jul 2022 | B | GP / trustee / elected manager of Eastridge Investment Group (indirect) |
| Tango Romeo Investments Llc | Member | Jul 2022 | B | GP / trustee / elected manager of Eastridge Investment Group (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matthew, Burk, Wayne: 75% – 100% of Skylands Investment Corporation × 75% – 100% of Eastridge Investment Group × 50% – 75% of Fairway America, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Skylands Investment Corporation: 75% – 100% of Eastridge Investment Group × 50% – 75% of Fairway America, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Eastridge Investment Group: 50% – 75% of Fairway America, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (5, $141M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Fairway America Fund Viiqp, Lp | Real Estate Fund | $63.5M | $100K | 111 |
| Fairway America Fund Vii Lp | Real Estate Fund | $36.7M | $50.0K | 91 |
| Fairway America Value Add Self Storage Fund Llc | Real Estate Fund | $21.2M | $250K | 40 |
| Fairway Vivo Gp Fund Llc | Real Estate Fund | $17.3M | $50.0K | 61 |
| Fairway Bamboo Gp Fund Llc | Real Estate Fund | $2.6M | $50.0K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 1.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗