Fund family · SEC Form D record
FPA Apartment Opportunity Trust funds
FPA Apartment Opportunity Trust has 4 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2017 to 2026. The newest is FPA Apartment Opportunity Trust IX, first filed Feb 2, 2026.
- Vehicles
- 4
- Numbered generations
- 4
- First filing
- 2017
- Latest filing
- Feb 2, 2026
Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.
Fund IX
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| FPA Apartment Opportunity Trust IXCIK 2108228 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund VII
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| FPA Apartment Opportunity Trust VIICIK 1840560 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund VI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| FPA Apartment Opportunity Trust VICIK 1764745 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund V
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| FPA APARTMENT OPPORTUNITY TRUST VCIK 1695934 | Sold the stated amount | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the FPA Apartment Opportunity Trust funds
- How many FPA Apartment Opportunity Trust funds are there?
- The SEC Form D record shows 4 vehicles in 4 numbered generations, the earliest filed Jan 26, 2017 and the latest filing on Feb 2, 2026. By generation: Fund IX (FPA Apartment Opportunity Trust IX, first filed Feb 2, 2026); Fund VII (FPA Apartment Opportunity Trust VII, first filed Jan 19, 2021); Fund VI (FPA Apartment Opportunity Trust VI, first filed Jan 25, 2019); Fund V (FPA APARTMENT OPPORTUNITY TRUST V, first filed Jan 26, 2017).
- What is the latest FPA Apartment Opportunity Trust fund?
- FPA Apartment Opportunity Trust IX, which first filed a Form D on Feb 2, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the FPA Apartment Opportunity Trust funds?
- AltStreet has not joined a Form ADV adviser to this family's Form D filings. The adviser, if any, appears in each fund's offering documents, which a Form D does not include.
- How much have the FPA Apartment Opportunity Trust funds raised?
- Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
- How does AltStreet group these funds into a family?
- By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.