|
⚲
|
| Regis Metro Associates Inc
✚
|
|
|---|---|
| CRD # | 160859 |
| SEC # | 801-75149 |
| CIK # | 0001729973, 0001649235, 0001682041, 0001588230, 0001599639 |
| AUM | $617.8 M (2026-04-27) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 415-421-0500 |
| Address | 220 Halleck Street San Francisco, CA 94129 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Regis AHP Holdings LLC | [2018-02-02] | 13.8 | 0.0 |
| RE | 1150 Union Investors LLC | [2017-02-01] | 4.7 | 0.2 |
| RE | Series B - RMA Value Add Access A Series of RMA Real Estate Access Fund Series LLC | [2016-01-29] | 8.9 | 3.4 |
| RE | RMA Core Plus RE Fund I-R LLC | [2014-02-24] | 30.8 | 0.8 |
| RE | RMA Northbridge Assisted Living Fund LP | [2014-02-24] | 31.1 | 1.0 |
| RE | Autumn Glen PE LLC | [2012-03-28] | 3.0 | 3.0 |
| RE | Regis Properties Fund II LP | [2012-03-28] | 39.4 | 15.8 |
| RE | RM Properties Access Fund LP | [2012-03-28] | 40.0 | 16.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 22 | 364.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 105.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 75.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 72.9 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 617.8 |
| By Discretionary | ||
| Discretionary | 5 | 105.6 |
| Non-Discretionary | 30 | 512.2 |
| Total | 35 | 617.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.8 | |
| Total | 35 | 617.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Freidenrich | 10 | 4 | ||
| Regis Management Company LLC | 6 | 3 | ||
| Robert Burlinson | 6 | 3 | ||
| Michael Potter | 10 | 2 | ||
| Dani Evanson | 5 | 2 | ||
| James Coughlin | 2 | 2 | ||
| Regis Metro Associates Inc | 2 | 1 | ||
| Regis Re-Gp LLC | 1 | 1 | ||
| RMA Management LLC | 1 | 1 | ||
| Regis Re-Gp II LLC | 1 | 1 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001588230] | |
| D | [0001599639] | |
| D | [0001649235] | |
| D | [0001682041] | |
| D | [0001729973] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westwind Capital
✚
|
NM | 0.8 |
|
G2 Capital Management LLC
✚
|
OH | 0.8 |
|
Towercrest Capital Management LLC
✚
|
PA | 0.7 |
|
Acumen Wealth Advisors LLC
✚
|
TN | 0.6 |
|
FCA Corp
✚
|
TX | 0.6 |
|
Trevian Wealth Management LLC
✚
|
0.6 | |
|
Stony Point Wealth Management Inc
✚
|
VA | 0.5 |
|
Holcombe Financial Inc
✚
|
GA | 0.5 |
|
Private Wealth Advisors LLC
✚
|
CA | 0.5 |
|
CWC Advisors LLC
✚
|
OR | 0.4 |