SourcingSourcing

FPA REAL ESTATE ADVISERS GROUP, LLC

C14
CRD 288195·SEC 801-110433·IRVINE, CA
AUM
$7.97B
$1B+
Est. Revenue
$79.7M
@ 1% on AUM
Est. EBITDA
$23.9M
@ 30% margin
Est. Deal Value
$191.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FPA REAL ESTATE ADVISERS GROUP, LLC
CRD
288195
SEC file #
801-110433
EIN
—
DBA names
—

Economics

AUM
$7.97B
AUM band
$1B+
AUM trajectory
'20'26
$4.29B → $7.97B▲ +86%
Client mix
Pooled Investment Vehicles33

Operations

Employees (total)
110
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
5 advisors → 13 advisors▲ +160%
Primary office
IRVINE CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
fpamf.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GREGORY A. FOWLER LIVING TRUST -
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
GREGORY A. FOWLER LIVING TRUST -
CLARK, JOSEPH, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FPAMF.COM
Rdap Domain Creation Date
2011-02-15T17:26:39Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo10
Jpmorgan6
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-15T17:26:39Z
Rdap Domain Last Changed
2026-02-16T17:07:56Z
Rdap Nameservers
Ns47.domaincontrol.comNs48.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
CLARK, JOSEPH, ANTHONY
Executive Officer · 2.5%
2192781
EISENMAN, SAMUEL
Executive Officer · 2.5%
8065392
FOWLER, GREGORY, ARTHUR
Executive Officer · 2.5%
2608352
SANDERS, MICHELLE, COWDEN
Executive Officer · 2.5%
6776388
TOLSTUNOVA, JULIA
Executive Officer · 2.5%
8037794