Regis Management Company LLC
- Assets, Funds, Holdings
| Message |
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Happy Holidays!! thanks for using AUM13F!!
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| Regis Management Company LLC
|
| CRD # | 128449 |
| SEC # | 801-69740 |
| CIK # | 0000716643, 0001352776 |
| AUM |
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| Employees |
14 (43% Investors, 0% Brokers)
|
| Phone | 650-838-1030 |
| Address | 873 Santa Cruz Ave
Menlo Park, CA 94025 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
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Total AUM ($B)
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| Holdings by Sector ($M) |
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| 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) |
18
|
1.3 |
| (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 |
4 |
0.0 |
| (g) Pension and profit sharing plans |
0 |
0.0 |
| (h) Charitable organizations |
1 |
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 |
23 |
1.4 |
| By Discretionary |
| Discretionary |
23 |
1.4 |
| Non-Discretionary |
0 |
0.0 |
| Total |
23 |
1.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1.4 |
| Total |
23 |
1.4 |
{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "update_card": "/update-card"}
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False
220547886