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Adviser Profile

Registration status Registration Changed to FAIRWAY AMERICA INVESTMENT ADVISORS, LLC
As of Date 08/01/2024
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 17 6.25%
AUM* 140,701,818 -2.61%
of that, discretionary 140,701,818 -2.61%
Private Fund GAV* 0 -100.00%
Avg Account Size 23,450,303 -18.84%
SMA’s No
Private Funds 0 5
Contact Info 503 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Commissions
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
144M 124M 103M 83M 62M 41M 21M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary

Overview

Fairway America Investment Advisors, LLC, founded in 2016, (together with its relying advisers, “FAIA”), provides advisory services solely to six private real estate investment funds (each a “Fairway Fund” or “Fund” and collectively, the “Fairway Funds” or “Funds”). The six Fairway Funds that FAIA advises are Fairway America Fund VII LP (“Fund VII”), Fairway America Fund VIIQP, LP (“Fund VIIQP”), Fund XIII, Fairway Vivo GP Fund LLC (“FVGPF”), Fairway Bamboo GP Fund LLC (“FBGPF”), and Fairway America Value-Add Self-Storage Fund LLC (“FAVS”). Neither FVGPF, FBGPF, nor FAVS are currently accepting investments, and each is in some phase of winding down. All Fairway Funds invest exclusively in real estate-related assets in what FAIA refers to as the “middle market” or “small balance” real estate market—a distinct sub-set of the U.S. commercial real estate market. Information about each Fund’s investment strategy is provided in other sections of this brochure. FAIA is wholly owned by Fairway. Fairway is a real estate investment, origination, servicing and consulting firm, which, through its affiliated companies, also provides private fund creation and administration software and services, private fund consulting services, capital raising and investor relations services, and other related services. The principal owner
of Fairway is Eastridge Investment Group, LLC, which is majority owned by Skylands Investment Corporation, which is wholly owned by Matthew Burk, Fairway’s founder and CEO. Mr. Burk is a voting member of FAIA’s Investment Committee and his vote is required to approve any investment decision. FAIA provides its advisory services to the Fairway Funds in accordance with each Fund’s respective private placement memorandum and limited partnership agreement or operating agreement (“Offering Documents”), pursuant to an advisory services agreement with the Manager or General Partner of each Fairway Fund. Fairway America Management Group II LLC (“FAMG II”), which acts as the General Partner of Funds VII and VIIQP, Fairway America Management Group III LLC (“FAMG III”), which acts as the Manager of FAVS, Fairway America Management Group IV LLC (“FAMG IV”), which acts as a Co-Manager of FVGPF and FBGPF, and Fairway America Management Group VI LLC (“FAMG VI”), which acts as the Manager of Fund XIII, are all relying advisers of FAIA. FAIA does not tailor its advice to the individual needs of any specific investor in a Fairway Fund and no investor may impose investment restrictions on FAIA. As of December 31, 2023, FAIA managed approximately $140,701,818 on a discretionary basis, and no assets on a non-discretionary basis.