Form D · Other Investment Fund

FPA Contrarian Value Equity Fund (ERISA), L.P.

El Segundo, CA · CIK 0001788408

Offering snapshot reported Feb 26, 2025 · SEC filing

Reported sold: $153M
Investors reported: 3
Minimum accepted: $0
First sale: Oct 1, 2019

Fundraising history

Reported sold

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 26, 2025	Amendment	$153,000,000	$0vs Apr 26, 2024	3	SEC filing
Apr 26, 2024	Amendment	$153,000,000	$0vs Apr 26, 2023	3	SEC filing
Apr 26, 2023	Amendment	$153,000,000	No comparison	3	SEC filing
Apr 26, 2022	Amendment	Yet to sell	No comparison	3	SEC filing
Oct 20, 2020	Amendment	Yet to sell	No comparison	2	SEC filing
Sep 30, 2019	Initial	Yet to sell	No comparison	0	SEC filing

Offering details

Securities: Equity, Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: Yes
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-350020

Source: Form D, filed Feb 26, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FPA CONTRARIAN VALUE EQUITY FUND (ERISA), L.P.

Investment adviser: FIRST PACIFIC ADVISORS, LP

Gross asset value: $0
Beneficial owners: 0
ADV minimum commitment: $500K

Reported in Form ADV on Sep 11, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator UMB FUND SERVICES, INC. OGDEN, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor TAIT, WELLER & BAKER LLP PHILADELPHIA, Pennsylvania, United States

Custodian J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States Related to adviser: No

Prime broker J.P. MORGAN SECURITIES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

TAIT, WELLER & BAKER LLP
PCAOB 445

J.P. MORGAN SECURITIES LLC
SEC 8-35008

J.P. MORGAN SECURITIES LLC
CRD 79 · SEC 8-35008

Filing source

Form ADV 2015084 · Sep 11, 2025 · Schedule D 7.B.(1), fund 805-9695131167

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

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
Name	Reported role
James Richard Atwood	Executive
David Brookman	Executive
N/A First Pacific Advisors, Lp	Promoter
Mark Landecker	Executive
Steven T. Romick	Executive
Brian Selmo	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

2101 East El Segundo Blvd. Suite 301
El Segundo, CA, 90245