Form D · Other

FPA Investor HoldCo IV, LLC

Newport Beach, CA · CIK 0001576155

Offering snapshot reported May 9, 2013 · SEC filing

Reported sold
$9.43M
Offering amount: $9.43M
Investors reported
21
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 1, 2013
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 9, 2013Initial$9,425,000No comparison21SEC filing

Offering details

Securities
Equity
Exemptions
06
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-196244

Source: Form D, filed May 9, 2013. 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 INVESTOR HOLDCO IV, LLC

Investment adviser: FPA REAL ESTATE ADVISERS GROUP, LLC

Gross asset value
$42.7K
Beneficial owners
50
ADV minimum commitment
$10K

Reported in Form ADV on May 19, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

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

Filing source

Form ADV 1989929 · May 19, 2025 · Schedule D 7.B.(1), fund 805-4550617903

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
NameReported role
Michael Bruce Earl Executive
Gregory Arthur Fowler Executive

Issuer details

Industry: Other (See others in industry)

Address:
4685 Macarthur Court Suite 400
Newport Beach, CA, 92660