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FPA REAL ESTATE ADVISERS GROUP, LLC
CRD 288195File 801-110433
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.97B
Top 10% of cohort (national)
Discretionary AUM
$7.97B
Clients
33
33 accounts
Employees
110
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 17, 2017
- Principal office
- 2082 MICHELSON DRIVE, 4TH FLOOR, IRVINE, CA, 92612
- Phone
- 949-399-2500
- Website
- HTTP://WWW.FPAMF.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.97B
- Discretionary AUM
- $7.97B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 33
- Non-discretionary accounts
- 0
- Total accounts
- 33
- AUM per client
- $241.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 33 | $7.97B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — PERCENTAGE OF COMMITTED OR INVESTED CAPITAL
- Performance-based fees
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 96 | 110 | increased by14 |
| Apr 1, 2026 | Clients | 37 | 33 | decreased by4 |
| Apr 1, 2026 | AUM | $7,688,525,310 | $7,970,799,113 | increased by$282,273,803 |
| Apr 1, 2026 | Accounts | 37 | 33 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 96 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 29 | 37 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,282,997,635 | $7,688,525,310 | increased by$1,405,527,675 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 29 | 37 | increased by8 |
| Apr 1, 2022 | AUM | $6,466,097,588 | $6,282,997,635 | decreased by$183,099,953 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FPA REAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FPA REAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.