REGIS METRO ASSOCIATES, INC.

RIASEC RegisteredEst. 2012

Total AUM

$618M

Discretionary

$106M

17% of AUM

Avg account

$17.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 160859
Registered since: April 18, 2012
Website: www.rmare.com
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI58.96%
Pooled Investment Vehicles17.1%
Charitable Organizations12.14%
Corporations / Businesses11.8%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Regis Metro Associates, Inc. is a corporation registered as an investment adviser in 2012 that centers its business on real estate investing and related advisory work. The firm is classified as a real estate fund and also operates as a real estate broker and sponsor/GP/managing member of pooled investment vehicles. It serves both individual and family clients as well as institutional investors and is owned by an individual. The adviser offers portfolio management for individual and small-business clients and for pooled investment vehicles, and it performs selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM fees, fixed fees, and performance-based fees. Regis Metro does not identify itself as an active ESG investor and is not registered as a multi-state adviser.