Fpa Core Plus Trust V
Fpa Core Plus Trust V is a real estate fund based in Irvine, California. According to its most recent Form D, filed Jan 24, 2023, it has sold $125,000 of interests to 125 investors since its first sale in Jan 2023. 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 19, 2023
- 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 24, 2023
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 V
What is the minimum investment for Fpa Core Plus Trust V?
According to its latest Form D, filed Jan 24, 2023, the minimum investment Fpa Core Plus Trust V accepts from an outside investor is $1,000.
Who can invest in Fpa Core Plus Trust V?
Fpa Core Plus Trust V 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 V raised?
Fpa Core Plus Trust V reports $125,000 sold from 125 investors on its Form D filed Jan 24, 2023. This is cumulative sales since the offering began, not current assets or performance.
Where is Fpa Core Plus Trust V based?
Fpa Core Plus Trust V is based in Irvine, California.
When did Fpa Core Plus Trust V launch?
Fpa Core Plus Trust V reports its first sale in Jan 2023.
Size compared with every real estate fund
Raised more than 31% of the 1,095 real estate funds based in California, and more than 8% of all 7,350 that report sales.