Ownership stake · Activity not yet classified

Fairview Capital Partners, LLC — New York Life minority stake

Transaction overview

Reported completed

Source published:

Exact closing date not established.

On April 11, 2024, Fairview Capital Partners reported that New York Life had acquired a minority ownership stake in the firm. The report did not state the percentage acquired, purchase price or exact closing date.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.

Source evidence

  1. New York Life Acquires Minority Ownership Stake in Fairview ↗

    Official firm website · Published Apr 11, 2024

    On April 11, 2024, Fairview Capital Partners reported that New York Life had acquired a minority ownership stake in the firm. The report did not state the percentage acquired, purchase price or exact closing date.

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Fairview Capital Partners, LLC — New York Life minority stake · RIA Monitor