Fpa Real Estate Advisers Group, LLC is a large advisory firm based in Irvine. It manages $813.16 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Fpa Real Estate Advisers Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fpa Real Estate Advisers Group, LLC is $813.16 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 625% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fpa Real Estate Advisers Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Fpa Real Estate Advisers Group is pooled investment vehicles with 4 clients and $813.16 million of assets under management. Among the 11 most similar advisory firms, Fpa Real Estate Advisers Group has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $813.16 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Fpa Real Estate Advisers Group doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Fpa Real Estate Advisers Group, LLC performs its advisory services is located at 2082 Michelson Drive,, Irvine, CA 92612, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-399-2500. The normal business hours are 9:00am - 5:00pm pst on Monday - Friday. You can find more information about the New York firm at fpamf.com.