REGENT PROPERTIES
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 309360
- Registered since
- June 26, 2020
- Website
- www.regentproperties.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Regent Properties is a limited liability company that registered with the SEC in 2020 and serves institutional clients. Its stated advisory activity is portfolio management for businesses or institutions. The firm charges a mix of percentage-of-AUM and performance-based fees. Regent Properties does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Regent Properties also appears to act beyond pure advisory duties: the firm is affiliated as an adviser and as a sponsor/manager of pooled investment vehicles and limited partnerships, which indicates it both allocates to and organizes collective real-asset investments on behalf of clients.
Assets & Accounts
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 3MATTHEW BENBASSAT
Chief Operating OfficerCRD 7254682
Dana Gomez-Gayne
General Counsel and Chief Compliance OfficerCRD 8232541
SAMUEL KRAUS
Chief Investment OfficerCRD 7254685
Contacts
3 of 5ERIC FLEISS
Managing DirectorCRD 2637585
Reilly Forrest
Vice PresidentCRD 7090938
John Perry
Senior AssociateCRD 6886424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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