Regent Properties

RIASEC RegisteredEst. 2020
Total AUM
$1.8B
Discretionary
$378M
21% of AUM
Avg account
$111M
Accounts
16
Employees
28
Advisory reps
7

Firm details

Headquarters
Los Angeles, California
CRD number
309360
Registered since
June 26, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Regent Properties is an SEC-registered limited liability company classified as an institutional registered investment adviser. The firm serves institutional clients and focuses on portfolio management for businesses and other institutions. Its fee schedule combines a percentage-of-assets model with performance-based fees. Regent Properties is not identified as an active ESG investor and is not designated as a multi-state adviser. The firm also operates in sponsor and manager roles — acting as an other investment adviser, sponsor of limited partnerships (excluding pooled investment vehicles), and sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Dana Gomez-Gayne

    General Counsel and Chief Compliance OfficerCRD 8232541

  • Eric Fleiss

    Eric Fleiss

    Chief Executive Officer, PrincipalCRD 2637585

  • Samuel Kraus

    Samuel Kraus

    Chief Investment OfficerCRD 7254685

Contacts

3 of 4
  • Reilly Forrest

    Reilly Forrest

    Vice PresidentCRD 7090938

  • John Perry

    John Perry

    AVP, InvestmentsCRD 6886424

  • Parker Levy

    Parker Levy

    Analyst, InvestmentsCRD 7548146

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Los Angeles, CA

Los Angeles

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
12100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth