0002108228-26-000002.txt : 20260202 0002108228-26-000002.hdr.sgml : 20260202 20260202101920 ACCESSION NUMBER: 0002108228-26-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: Rule 506(b) provides a "safer harbor" for a private offering FILED AS OF DATE: 20260202 DATE AS OF CHANGE: 20260202 EFFECTIVENESS DATE: 20260202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: FPA Apartment Opportunity Trust IX CENTRAL INDEX KEY: 0002108228 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-572051 FILM NUMBER: 26586176 BUSINESS ADDRESS: STREET 1: 2082 MICHELSON DRIVE CITY: IRVINE STATE: CA ZIP: 92612 BUSINESS PHONE: 949-399-2525 MAIL ADDRESS: STREET 1: 2082 MICHELSON DRIVE CITY: IRVINE STATE: CA ZIP: 92612 D 1 primary_doc.xml X0708 D LIVE 0002108228 FPA Apartment Opportunity Trust IX 2082 MICHELSON DRIVE IRVINE CA CALIFORNIA 92612 949-399-2525 MARYLAND None None Business Trust true 2024 Aaron H Chan 2082 MICHELSON DRIVE IRVINE CA CALIFORNIA 92612 Executive Officer REITS and Finance Decline to Disclose 06b false 2026-01-27 false true false 1000 Charles B. Harrison 3071551 H & L Equities, LLC 113794 1175 Peachtree Street, N.E. Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false C. Scott Harrison 4981070 H & L Equities, LLC 113794 1175 Peachtree Street, N.E. Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false Patrick J. Whelchel 5389090 H & L Equities, LLC 113794 1175 Peachtree Street, N.E. Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false Lori D. Mayfield 4899271 H & L Equities, LLC 113794 1175 Peachtree Street, N.E. Suite 2200 Atlanta GA GEORGIA 30361 TX TEXAS FL FLORIDA GA GEORGIA false 125000 125000 0 false 125 6250 0 The sales commission payable to H & L Equities, LLC is 5% of the total capital raised. There is not a separate finders' fee. 0 false FPA Apartment Opportunity Trust IX /s/ Aaron H. Chan Aaron H. Chan President of the Board 2026-02-02