Investment adviser · CRD 288195

FPA REAL ESTATE ADVISERS GROUP, LLC

Investment adviser filing (IA)

IRVINE, CA, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$7.97B
Form ADV · Item 5.F
Client accounts
33
Accounts, not individual clients
Employees
110
Reported in this filing
Advisory professionals
13
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles33$7,970,799,113100.0%
Filing source

Form ADV 2067073 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

10 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FPA INVESTOR HOLDCO VIII, LLCReal Estate Fund · Last reported Mar 31, 2026$188MGross asset value
Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian JPMORGAN CHASE BANK IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-7941381079
Reported beneficial owners
95
Minimum commitment
$10K
Form D file number
021-339292

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FPA INVESTOR HOLDCO IX, LLCReal Estate Fund · Last reported Mar 31, 2026$119MGross asset value

Form D fundraising filings

FPA Apartment Opportunity Fund VI, L.P.

Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian JPMORGAN CHASE BANK IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-9832430988
Reported beneficial owners
92
Minimum commitment
$10K
Form D file number
021-286750

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FPA INVESTOR HOLDCO VII, LLCReal Estate Fund · Last reported Mar 31, 2026$95.6MGross asset value

Form D fundraising filings

FPA Investor Holdco VII, LLC

Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian WELLS FARGO BANK, N.A. IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-4276557371
Reported beneficial owners
84
Minimum commitment
$10K
Form D file number
021-339292

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FPACP INVESTOR HOLDCO VI, LLCReal Estate Fund · Last reported Mar 31, 2026$39.7MGross asset value
Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian JPMORGAN CHASE BANK IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-2712858940
Reported beneficial owners
17
Minimum commitment
$10K

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FPA INVESTOR HOLDCO VI, LLCReal Estate Fund · Last reported Mar 31, 2026$26.7MGross asset value

Form D fundraising filings

FPA Investor HoldCo VI, LLC

Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian WELLS FARGO BANK, N.A. IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-7380210582
Reported beneficial owners
96
Minimum commitment
$10K
Form D file number
021-286920

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FPACP INVESTOR HOLDCO IV, LLCReal Estate Fund · Last reported Mar 31, 2026$22.7MGross asset value
Auditor ERNST & YOUNG, LLP IRVINE, California, United States
Custodian WELLS FARGO BANK, N.A. IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG, LLP
PCAOB 42

Fund details & source
Fund ID
805-6447113225
Reported beneficial owners
31
Minimum commitment
$10K

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FPACP INVESTOR HOLDCO V, LLCReal Estate Fund · Last reported Mar 31, 2026$20.3MGross asset value

Form D fundraising filings

FPACP Investor HoldCo V, LLC

Auditor ERNST & YOUNG LLP IRVINE, California, United States
Custodian WELLS FARGO BANK, N.A. IRVINE, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

ERNST & YOUNG LLP
PCAOB 42

Fund details & source
Fund ID
805-4987576882
Reported beneficial owners
17
Minimum commitment
$10K
Form D file number
021-357158

Form ADV 2067073 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

2082 MICHELSON DRIVE, 4TH FLOOR
IRVINE, CA, 92612, United States

CRD 288195

Filing source

Form ADV 2067073 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.