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| Happy Holidays!! thanks for using AUM13F!! |
| Regents Partners LLC
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| CRD # | 322915 |
| SEC # | 801-126488 |
| CIK # | |
| AUM | $165.5 M (2025-03-28) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 925-261-8330 |
| Address | 954 Avenida Ponce de Leon San Juan, PR 00907 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Regents Partners Fund LP | 2024-08-30 | 17.1 | |
| HF | Regents Partners Low Volatility Fund LP | 2024-03-20 | 1.7 | |
| HF | Regents Partners Income Fund IV LP | [2023-07-20] | 0.0 | 0.0 |
| HF | Regents Partners Income Fund V LP | [2023-07-20] | 0.0 | 1.3 |
| HF | Regents Partners Tactical Equity Fund LP | [2022-09-29] | 40.0 | 15.8 |
| HF | Regents Park Equity Fund LP | [2022-09-12] | 19.8 | 0.9 |
| HF | Regents Partners Equity Alpha Fund LP | [2022-09-12] | 17.9 | 9.6 |
| HF | Regents Partners Equity Fund II LP | [2022-09-12] | 47.0 | 3.9 |
| HF | Regents Partners Equity Fund LP | [2022-09-12] | 96.0 | 11.5 |
| HF | Regents Partners Income Fund III LP | 2022-09-12 | 23.0 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 16.3 |
| (b) Individuals (high net worth individuals) | 252 | 87.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 61.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 405 | 165.5 |
| By Discretionary | ||
| Discretionary | 405 | 165.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 405 | 165.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.5 | |
| Total | 405 | 165.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Roger Tullis | 16 |
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