BREGAL INVESTMENTS, INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 285006
- Registered since
- December 5, 2016
- Website
- www.bregal.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Bregal Investments, Inc. operates as a private equity-focused investment firm serving institutional clients. The firm’s advisory activity centers on managing pooled investment vehicles and acting as sponsor or general partner on private funds. Its strategy emphasizes concentrated private-market commitments — running and advising private equity funds while maintaining selective public-equity exposure. Bregal also identifies as an active ESG investor and combines AUM-based and performance-linked fee structures across its products. Investment emphasis is tilted toward private equity but extends into resource-linked alternatives. The firm appears to build portfolios through its own private funds and by taking sponsor/manager roles in pooled vehicles, while also allocating capital to external alternative managers where specialized exposure is required. Public-equity positions are limited relative to the firm’s private-market footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3NEIL SYERS
Chief Financial OfficerCRD 6043468
MICHELLE RILEY
Chief Legal Officer and General CounselCRD 6712736
JENS BRENNINKMEYER
Chief Executive OfficerCRD 6065052
Contacts
3 of 3RONALD FISHMAN
Tax DirectorCRD 6712739
EUGENE YOON
Managing PartnerCRD 2757852
CONOR PAUR
CRD 6308267
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 200 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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