Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Fairview Constitution Management Iv LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
JOANN HARRIS PRICEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
25% to < 50%
LAURENCE CORNELIUS MORSEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
25% to < 50%
NEW YORK LIFE INSURANCE COMPANYDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
25% to < 50%
JOANN HARRIS PRICEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
LAURENCE CORNELIUS MORSEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
KOLAWOLE AYODEJI OLOFINBOBADirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
LAURENCE CORNELIUS MORSEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
LAURENCE CORNELIUS MORSEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
EDWIN SAMUEL SHIRLEYDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
FAIRVIEW CAPITAL PARTNERS, LLCDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
JOANN HARRIS PRICEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
JOANN HARRIS PRICEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
HOWARD ANSEL HALLIGANDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
FAIRVIEW CAPITAL PARTNERS, LLCDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
LAURENCE CORNELIUS MORSEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
JOANN HARRIS PRICEDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
KOLAWOLE AYODEJI OLOFINBOBADirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
ALAN ISAAC MATTAMANADirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
10% to < 25%
EDWIN SAMUEL SHIRLEYDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
5% to < 10%
FAIRVIEW CAPITAL PARTNERS, LLCDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
5% to < 10%
EDWIN SAMUEL SHIRLEYDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
5% to < 10%
FAIRVIEW CAPITAL PARTNERS, LLCDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
5% to < 10%
AAKAR R VACHHANIDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
5% to < 10%
KOLAWOLE AYODEJI OLOFINBOBADirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
< 5%
ALAN ISAAC MATTAMANADirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
< 5%
AAKAR R VACHHANIDirect owner · Schedule AInterest in FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
< 5%
JOANN HARRIS PRICEIndirect owner · Schedule BInterest in FAIRVIEW CAPITAL PARTNERS, LLC
50% to < 75%
LAURENCE CORNELIUS MORSEIndirect owner · Schedule BInterest in FAIRVIEW CAPITAL PARTNERS, LLC
50% to < 75%
NEW YORK LIFE INSURANCE COMPANYIndirect owner · Schedule BInterest in FAIRVIEW CAPITAL PARTNERS, LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Fairview Constitution Management Iv LLC.
Reported ownership and control details
Form ADV · Filing date 2026-04-14 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | JOANN HARRIS PRICEMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLC09/2011 | Schedule APDF page 67 |
| 2 | LAURENCE CORNELIUS MORSEMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLC09/2011 | Schedule APDF page 67 |
| 3 | EDWIN SAMUEL SHIRLEYMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 5% to less than 10%Code A | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLC09/2011 | Schedule APDF page 67 |
| 4 | FAIRVIEW CAPITAL PARTNERS, LLCMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLCDomestic entity | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 5% to less than 10%Code A | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLC09/2011 | Schedule APDF page 67 |
| 5 | KOLAWOLE AYODEJI OLOFINBOBAMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT IV, LLC11/2011 | Schedule APDF page 67 |
| 6 | LAURENCE CORNELIUS MORSEMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLC03/2007 | Schedule APDF page 67 |
| 7 | LAURENCE CORNELIUS MORSEMEMBER, FAIRVIEW CONSITUTION MANAGEMENT II, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSITUTION MANAGEMENT II, LLC02/2005 | Schedule APDF page 68 |
| 8 | EDWIN SAMUEL SHIRLEYMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLC03/2007 | Schedule APDF page 68 |
| 9 | EDWIN SAMUEL SHIRLEYMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 5% to less than 10%Code A | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLC02/2005 | Schedule APDF page 68 |
| 10 | FAIRVIEW CAPITAL PARTNERS, LLCMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLCDomestic entity | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLC03/2007 | Schedule APDF page 68 |
| 11 | FAIRVIEW CAPITAL PARTNERS, LLCMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLCDomestic entity | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 5% to less than 10%Code A | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLC02/2005 | Schedule APDF page 68 |
| 12 | JOANN HARRIS PRICEMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLC02/2005 | Schedule APDF page 68 |
| 13 | JOANN HARRIS PRICEMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT III, LLC03/2007 | Schedule APDF page 68 |
| 14 | JOANN HARRIS PRICEOWNER, PRESIDENT, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 25% to less than 50%Code C | Yes | OWNER, PRESIDENT, FAIRVIEW CAPITAL PARTNERS, LLC09/1994 | Schedule APDF page 68 |
| 15 | LAURENCE CORNELIUS MORSEOWNER, CEO, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 25% to less than 50%Code C | Yes | OWNER, CEO, FAIRVIEW CAPITAL PARTNERS, LLC09/1994 | Schedule APDF page 68 |
| 16 | EDWIN SAMUEL SHIRLEYSENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | Less than 5%Code NA | Yes | SENIOR ADVISOR, FAIRVIEW CAPITAL PARTNERS, LLC01/2015 | Schedule APDF page 68 |
| 17 | KOLAWOLE AYODEJI OLOFINBOBAMANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | Less than 5%Code NA | Yes | MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC01/2015 | Schedule APDF page 68 |
| 18 | CRYSTAL DENISE FLOYDCHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | Less than 5%Code NA | No | CHIEF COMPLIANCE OFFICER/CORPORATE CONTROLLER, FAIRVIEW CAPITAL PARTNERS, LLC01/2015 | Schedule APDF page 68 |
| 19 | HOWARD ANSEL HALLIGANMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT II, LLC02/2005 | Schedule APDF page 68 |
| 20 | ALAN ISAAC MATTAMANAMANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | Less than 5%Code NA | Yes | MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC01/2024 | Schedule APDF page 68 |
| 21 | FAIRVIEW CAPITAL PARTNERS, LLCMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT V, LLCDomestic entity | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT V, LLC12/2016 | Schedule APDF page 68 |
| 22 | LAURENCE CORNELIUS MORSEMEMBER, FAIRVIEW CONSITUTION MANAGEMENT V, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSITUTION MANAGEMENT V, LLC12/2016 | Schedule APDF page 68 |
| 23 | JOANN HARRIS PRICEMEMBER, FAIRVIEW CONSITUTION MANAGEMENT V, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSITUTION MANAGEMENT V, LLC12/2016 | Schedule APDF page 68 |
| 24 | KOLAWOLE AYODEJI OLOFINBOBAMEMBER, FAIRVIEW CONSTITUTION MANAGEMENT V, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRVIEW CONSTITUTION MANAGEMENT V, LLC12/2016 | Schedule APDF page 68 |
| 25 | ALAN ISAAC MATTAMANAMEMBER, FAIRIVEW CONSITUTION MANAGEMENT V, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 10% to less than 25%Code B | Yes | MEMBER, FAIRIVEW CONSITUTION MANAGEMENT V, LLC12/2016 | Schedule APDF page 68 |
| 26 | AAKAR R VACHHANIMANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | Less than 5%Code NA | Yes | MANAGING PARTNER, FAIRVIEW CAPITAL PARTNERS, LLC01/2024 | Schedule APDF page 68 |
| 27 | AAKAR R VACHHANIMEMBER, FAIRIVEW CONSITUTION MANAGEMENT V, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 5% to less than 10%Code A | Yes | MEMBER, FAIRIVEW CONSITUTION MANAGEMENT V, LLC12/2018 | Schedule APDF page 68 |
| 28 | Kwesi QuayeOFFICER, FAIRVIEW CAPITAL PARTNERS, LLCIndividual | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | Less than 5%Code NA | Yes | OFFICER, FAIRVIEW CAPITAL PARTNERS, LLC06/2023 | Schedule APDF page 68 |
| 29 | NEW YORK LIFE INSURANCE COMPANYMINORITY OWNERDomestic entity | FAIRVIEW CONSTITUTION MANAGEMENT IV LLC | 25% to less than 50%Code C | Yes | MINORITY OWNER04/2024 | Schedule APDF page 68 |
| 30 | JOANN HARRIS PRICEPRESIDENTIndividual | FAIRVIEW CAPITAL PARTNERS, LLC | 50% to less than 75%Code D | Yes | PRESIDENT09/1994 | Schedule BPDF page 69 |
| 31 | LAURENCE CORNELIUS MORSECHIEF EXECUTIVE OFFICERIndividual | FAIRVIEW CAPITAL PARTNERS, LLC | 50% to less than 75%Code D | Yes | CHIEF EXECUTIVE OFFICER09/1994 | Schedule BPDF page 69 |
| 32 | NEW YORK LIFE INSURANCE COMPANYMINORITY OWNERDomestic entity | FAIRVIEW CAPITAL PARTNERS, LLC | 25% to less than 50%Code C | Yes | MINORITY OWNER04/2024 | Schedule BPDF page 69 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 4/14/2026 11:30:54 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.