REGAN CAPITAL

RIASEC RegisteredEst. 2014

Total AUM

$3.6B

Discretionary

$3.6B

100% of AUM

Avg account

$67.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 158294
Registered since: April 23, 2014
Website: www.regancapital.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, U.S. BANK, N.A., COMPUTERSHARE TRUST COMPANY, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies66.41%
Other19.79%
Pooled Investment Vehicles11.1%
Insurance Companies2.58%
HNWI0.11%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Regan Capital operates as a privately owned hedge fund manager that runs both discretionary advisory mandates and pooled investment vehicles. The firm is set up to serve high-net-worth individuals, families and institutional clients, combining manager-run hedge fund strategies with allocations to private credit, real estate and private placements. Its fee model includes a percentage-of-AUM charge alongside performance-based fees, which is consistent with active, manager-driven strategies. Regan Capital also functions as sponsor, general partner and managing member on its pooled vehicles and is registered to provide commodity pool/CTA-type services, indicating an orientation toward actively managed, alternative-focused products rather than passive beta solutions. The firm does not identify as an active ESG investor.