Regis Acquisition Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Regis Acquisition Inc
CRD #323495
SEC #801-126789
CIK #0001984125
AUM
Employees 24 (25% Investors, 4% Brokers)
Phone888-565-1681
Address1200 17th Street
Denver, CO 80202
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
3.02.41.81.20.60.02009201420192025
Sector Form 13F Holdings Value ($k)
Levi Strauss & Co 8.0
Guidewire Software Inc 1.6
Apple Inc 0.9
Facebook Inc 0.6
Golub Capital BDC Inc 0.6
Chevron Corp 0.3
 
 
 
 
 
Holdings by Sector ($k)
3002401801206002021202220232025
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 21 1.0
(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 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 6 0.5
(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 30 1.5
By Discretionary
Discretionary 30 1.5
Non-Discretionary 0 0.0
Total 30 1.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.5
Total 30 1.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001984125]
Terms | Privacy | Guide
tony@aum13f.com