Regents Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 322915
- Registered since
- September 1, 2022
- Website
- regentsparkadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI41.2%
- Pooled Investment Vehicles33.01%
- Individuals25.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Regents Partners, LLC operates as a hedge fund–style advisory firm serving both high-net-worth individuals and institutional clients. The firm is organized as an LLC and follows a percentage-of-AUM fee model. Its advisory work spans direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio advisory for business and institutional clients. Regents Partners is not an active ESG investor and is not registered as a multi-state adviser. Investment activity shows a clear tilt toward equities as the core exposure, supplemented by private funds and third-party alternative managers. The firm acts as sponsor, general partner, or managing member for pooled vehicles it manages, indicating hands-on involvement in some private fund strategies. Regents Partners also allocates to mutual funds for certain exposures and uses private placements and real estate when looking to add illiquidity premia and diversification outside public markets.
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
Asset composition
- Exchange Traded Equities72%
- Derivatives23%
- Cash & Cash Equivalents3%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
R Matthew Tullis
Founder & CIOCRD 2191556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Strategic Advisory Services
RIAMemphis, TN
Waverley Wealth Management LLC
RIAMountain View, CA
Authentic Ventures Investment Manager, LLC
RIAOakland, CA
Pacific Financial Strategies, Inc
RIAThousand Oaks, CA
Upper Left Wealth Management, LLC
RIAParadigm Wealth Advisory LLC
RIABridgewater, NJ