FPA REAL ESTATE ADVISERS GROUP, LLC
Adviser information for FPA REAL ESTATE ADVISERS GROUP, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 89 |
|---|---|
| Investment Advisory/Research | 15 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 32 | $5.7B |
| Non-Discretionary | 0 | $0 |
| Total | 32 | $5.7B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 32 | $5.7B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesPERCENTAGE OF COMMITTED OR INVESTED CAPITAL |
Identifiers
| SEC RIA File Number | 801-110433 |
|---|---|
| SEC ERA File Number | 801-110433 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288195 |
| Legal Entity Identifier | None |
Principal Office
2082 MICHELSON DRIVE4TH FLOOR
IRVINE
CA
United States
Monday - Friday, 9:00AM - 5:00PM PST
Tel: 949-399-2500, Fax: None
Websites
Chief Compliance Officer
KATHY MALONE
2082 MICHELSON DRIVE
4TH FLOOR
IRVINE
CA
United States
Tel:
415-925-3100
K******@**********M
(Full email address available in API data)
Regulatory Contact
MICHELLE SANDERS
CONTROLLER
2082 MICHELSON DRIVE
4TH FLOOR
IRVINE
CA
United States
Tel:
949-399-2500
S*******@**********M
(Full email address available in API data)
Industry Affiliates
| APARTMENT OPPORTUNITY FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| APARTMENT OPPORTUNITY FUND VI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| APARTMENT OPPORTUNITY FUND VII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| APARTMENT OPPORTUNITY FUND VIII GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FPA CORE PLUS FUND III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FPA CORE PLUS FUND IV GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FPA CORE PLUS FUND V GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| FPA CORE PLUS FUND VI GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FPA CORE PLUS FEEDER FUND IV, LP | Real Estate Fund | $258.7M | $0.3M | 114 |
| FPA INVESTOR HOLDCO IV, LLC | Real Estate Fund | $0.1M | $0.0M | 50 |
| FPA INVESTOR HOLDCO VI, LLC | Real Estate Fund | $29.9M | $0.0M | 96 |
| FPA INVESTOR HOLDCO VII, LLC | Real Estate Fund | $97.6M | $0.0M | 84 |
| FPA INVESTOR HOLDCO VIII, LLC | Real Estate Fund | $133.7M | $0.0M | 95 |
| FPACP INVESTOR HOLDCO III, LLC | Real Estate Fund | $12.5M | $0.0M | 8 |
| FPACP INVESTOR HOLDCO IV, LLC | Real Estate Fund | $21.9M | $0.0M | 31 |
| FPACP INVESTOR HOLDCO V, LLC | Real Estate Fund | $22.9M | $0.0M | 17 |
| FPACP INVESTOR HOLDCO VI, LLC | Real Estate Fund | $25.9M | $0.0M | 5 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SANDERS, MICHELLE, COWDEN | Individual | – | CONTROLLER | 03/2017 | < 5% |
| CLARK, JOSEPH, ANTHONY | Individual | – | CHIEF FINANCIAL OFFICER (CFO) | 03/2017 | < 5% |
| EARL, MICHAEL, BRUCE | Individual | – | ELECTED MANAGER/CHAIRMAN | 03/2017 | < 5% |
| GREGORY A. FOWLER LIVING TRUST - GREGORY A. FOWLER, TRUSTEE | Domestic Entity | – | MEMBER | 03/2017 | > 75% |
| FOWLER, GREGORY, ARTHUR | Individual | – | TRUSTEE | 04/1995 | < 5% |
| FOWLER, GREGORY, ARTHUR | Individual | – | ELECTED MANAGER | 03/2017 | < 5% |
| Malone, Kathleen, Kuzmen | Individual | – | CHIEF COMPLIANCE OFFICER | 05/2023 | < 5% |