AltMountain

FPA Core Plus Trust III

Irvine, CA · CIK 1764705 · Sponsor: FPA Core Plus Trust
Status: no Form D since Jan 2019. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

FPA Core Plus Trust III is a real estate fund based in Irvine, California. According to its most recent Form D, filed Jan 25, 2019, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2019. The minimum investment it accepts from an outside investor is $1,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Aaron Chan.

Total raised
$125,000Cumulative sales reported on Form D
Investors
125
First sale
Jan 22, 2019
Minimum investment
$1,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Aaron Chan
Latest Form D
Jan 25, 2019

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about FPA Core Plus Trust III

What is the minimum investment for FPA Core Plus Trust III?

According to its latest Form D, filed Jan 25, 2019, the minimum investment FPA Core Plus Trust III accepts from an outside investor is $1,000.

Who can invest in FPA Core Plus Trust III?

FPA Core Plus Trust III is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.

How much has FPA Core Plus Trust III raised?

FPA Core Plus Trust III reports $125,000 sold from 125 investors on its Form D filed Jan 25, 2019. This is cumulative sales since the offering began, not current assets or performance.

Where is FPA Core Plus Trust III based?

FPA Core Plus Trust III is based in Irvine, California.

When did FPA Core Plus Trust III launch?

FPA Core Plus Trust III reports its first sale in Jan 2019.

Size compared with every real estate fund

Raised more than 31% of the 1,089 real estate funds based in California, and more than 8% of all 7,316 that report sales.

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