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CRD 288195
IRVINE, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FPA CORE PLUS FEEDER FUND IV, LP | Real Estate Fund | $259M | Sep 12, 2024 | 114 | Oct 25, 2019 | reported | 021-316663 |
| FPA INVESTOR HOLDCO VIII, LLC | Real Estate Fund | $134M | Sep 12, 2024 | 95 | Mar 31, 2023 | reported | 021-339292 |
| FPA INVESTOR HOLDCO VII, LLC | Real Estate Fund | $97.6M | Sep 12, 2024 | 84 | Mar 30, 2020 | reported | 021-339292 |
| FPA INVESTOR HOLDCO VI, LLC | Real Estate Fund | $29.9M | Sep 12, 2024 | 96 | Oct 25, 2019 | reported | 021-286920 |
| FPACP INVESTOR HOLDCO VI, LLC | Real Estate Fund | $25.9M | Sep 12, 2024 | 5 | Mar 27, 2024 | reported | n/a |
| FPACP INVESTOR HOLDCO V, LLC | Real Estate Fund | $22.9M | Sep 12, 2024 | 17 | Mar 31, 2021 | reported | 021-357158 |
| FPACP INVESTOR HOLDCO IV, LLC | Real Estate Fund | $21.9M | Sep 12, 2024 | 31 | Oct 25, 2019 | reported | n/a |
| FPACP INVESTOR HOLDCO III, LLC | Real Estate Fund | $12.5M | Sep 12, 2024 | 8 | Oct 25, 2019 | reported | n/a |
| FPA INVESTOR HOLDCO IV, LLC | Real Estate Fund | $79,797 | Sep 12, 2024 | 50 | Oct 25, 2019 | reported | 021-196244 |
| FPA INVESTOR HOLDCO V, LLC | Real Estate Fund | $3,741 | May 30, 2023 | 64 | Oct 25, 2019 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARK, JOSEPH, ANTHONY | CHIEF FINANCIAL OFFICER (CFO) | Na | yes | 03/2017 | Apr 10, 2017 | Sep 12, 2024 |
| EARL, MICHAEL, BRUCE | ELECTED MANAGER/CHAIRMAN | Na | yes | 03/2017 | Apr 10, 2017 | Sep 12, 2024 |
| FOWLER, GREGORY, ARTHUR | ELECTED MANAGER | Na | yes | 03/2017 | Apr 10, 2017 | Sep 12, 2024 |
| GREGORY A. FOWLER LIVING TRUST - GREGORY A. FOWLER, TRUSTEE | Member | E | yes | 03/2017 | Apr 10, 2017 | Sep 12, 2024 |
| Malone, Kathleen, Kuzmen | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2023 | May 30, 2023 | Sep 12, 2024 |
| SANDERS, MICHELLE, COWDEN | Controller | Na | yes | 03/2017 | Apr 10, 2017 | Sep 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| APARTMENT OPPORTUNITY FUND IV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| APARTMENT OPPORTUNITY FUND VI GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| APARTMENT OPPORTUNITY FUND VII GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| APARTMENT OPPORTUNITY FUND VIII GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FPA CORE PLUS FUND III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FPA CORE PLUS FUND IV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FPA CORE PLUS FUND V GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FPA CORE PLUS FUND VI GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $8.0B | $8.0B | 110 | 13 | 1 | 9 | n/a |
| 2024 | Mar 29, 2025 | $7.7B | $7.7B | 96 | 15 | 1 | 10 | n/a |
| 2023 | Mar 27, 2024 | $5.7B | $5.7B | 89 | 15 | 1 | 9 | $603M |
| 2022 | Mar 31, 2023 | $7.9B | $7.9B | 58 | 15 | 1 | 9 | $605M |
| 2021 | Mar 31, 2022 | $6.3B | $6.3B | 15 | 5 | 1 | 8 | $419M |
| 2020 | Mar 31, 2021 | $6.5B | $6.5B | 15 | 5 | 1 | 8 | $383M |
| 2019 | Mar 30, 2020 | $5.5B | $5.5B | 15 | 5 | 1 | 7 | $373M |
| 2018 | Mar 29, 2019 | $813M | $813M | 15 | 5 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $289M | $289M | 15 | 5 | 1 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $8.0B | $7.7B | 3.7% | $7.9B | 0.1% | 110 | 96 | 1 | 1 |