Form D · Other Investment Fund

FPA Global Opportunity Fund

El Segundo, CA · CIK 0001573502

Offering snapshot reported Feb 27, 2025 · SEC filing

Reported sold: $329M
Investors reported: 135
Minimum accepted: $0
First sale: Sep 1, 2009

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.

Reported sold$319,612,550 → $329,352,550
Reported investors132 → 135

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Feb 27, 2025	Amendment	$329,352,550	$9,740,000vs Apr 26, 2024	135	SEC filing
Apr 26, 2024	Amendment	$319,612,550	$5,575,000vs Apr 26, 2023	132	SEC filing
Apr 26, 2023	Amendment	$314,037,550	$7,575,000vs Apr 26, 2022	131	SEC filing
Apr 26, 2022	Amendment	$306,462,550	$2,200,000vs Oct 19, 2020	131	SEC filing
Oct 19, 2020	Amendment	$304,262,550	$16,160,000vs Oct 18, 2019	131	SEC filing
Oct 18, 2019	Amendment	$288,102,550	$11,620,000vs Oct 19, 2018	129	SEC filing
Oct 19, 2018	Amendment	$276,482,550	$10,328,706vs Apr 19, 2018	127	SEC filing
Apr 19, 2018	Amendment	$266,153,844	$19,708,832vs Mar 31, 2017	124	SEC filing
Mar 31, 2017	Amendment	$246,445,012	$23,100,000vs Apr 1, 2016	118	SEC filing
Apr 1, 2016	Amendment	$223,345,012	$80,761,742vs Apr 2, 2013	112	SEC filing
Apr 2, 2013	Initial	$142,583,270	No comparison	89	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: $1.25K
Form D file number: 021-194349

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
Introduction Capital Inc.	None

Source: Form D, filed Feb 27, 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 GLOBAL OPPORTUNITY FUND, L.P.

Investment adviser: FIRST PACIFIC ADVISORS, LP

Gross asset value: $329M
Beneficial owners: 55
ADV minimum commitment: $500K

Reported in Form ADV on Jul 20, 2026. 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

Marketer INTRODUCTION CAPITAL INC. TORONTO, Canada 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: Yes

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 2118067 · Jul 20, 2026 · Schedule D 7.B.(1), fund 805-9368303255

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
Llc First Pacific Advisors	Promoter
N/A First Pacific Advisors, Llc	Promoter
N/A First Pacific Advisors, Lp	Promoter
Mark Landecker	Executive
Steven T. Romick	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

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