FPA REAL ESTATE ADVISERS GROUP, LLC

RIASEC RegisteredEst. 2017
Total AUM
$8B
Discretionary
$8B
100% of AUM
Avg account
$242M
Accounts
33
Employees
110
Advisory reps
5

Firm details

Headquarters
IRVINE, California
CRD number
288195
Registered since
April 17, 2017
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FPA Real Estate Advisers Group, LLC is a real estate-focused investment adviser that manages pooled investment vehicles for institutional clients. Formed as an LLC and registered in 2017, the firm serves primarily as sponsor, general partner and managing member of pooled real estate vehicles rather than as a traditional retail wealth manager. Its advisory activity centers on portfolio management for pooled funds and its fee arrangements include performance-based structures alongside other fee types. The firm is not an active ESG investor and is not presented as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JOSEPH CLARK

    CFOCRD 2192781

  • MICHELLE SANDERS

    Chief Financial OfficerCRD 6776388

Contacts

3 of 3
  • SAMUEL EISENMAN

    PresidentCRD 8065392

  • JULIA TOLSTUNOVA

    Compliance OfficerCRD 8037794

  • GREGORY FOWLER

    Founder and Managing PartnerCRD 2608352

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
2082 Michelson Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth