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| Regents Partners LLC
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|
|---|---|
| CRD # | 322915 |
| SEC # | 801-126488 |
| CIK # | |
| AUM | $201.2 M (2026-03-30) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 925-261-8330 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Regents Partners Fund LP | 2024-08-30 | 22.3 | |
| 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 | 0.3 |
| HF | Regents Partners Tactical Equity Fund LP | [2022-09-29] | 40.0 | 11.2 |
| 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 | 11.2 |
| HF | Regents Partners Equity Fund II LP | [2022-09-12] | 47.0 | 5.0 |
| HF | Regents Partners Equity Fund LP | [2022-09-12] | 96.0 | 16.4 |
| HF | Regents Partners Income Fund III LP | 2022-09-12 | 23.0 | |
| HF | Regents Partners Income Fund II LP | [2022-09-12] | 19.2 | 0.0 |
| HF | Regents Partners Income Fund LP | 2022-09-12 | 5.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 51.9 |
| (b) Individuals (high net worth individuals) | 90 | 82.9 |
| (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 | 5 | 66.4 |
| (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 | 327 | 201.2 |
| By Discretionary | ||
| Discretionary | 327 | 201.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 327 | 201.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.2 | |
| Total | 327 | 201.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Roger Tullis | 17 | 4 |
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|---|---|---|
|
Osbon Capital Management LLC
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MA | 0.2 |
|
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0.2 | |
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|
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