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| Regis Metro Associates Inc
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|---|---|
| CRD # | 160859 |
| SEC # | 801-75149 |
| CIK # | 0001729973, 0001599639, 0001682041, 0001588230, 0001649235 |
| AUM | 617.8 M (2026-04-27) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | AUM |
|---|---|---|---|---|
| RE | Regis AHP Holdings LLC | [2018-02-02] | 13.8 M | |
| Offered $13,759,896 · Filed 2018-01-31 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | 1150 Union Investors LLC | [2017-02-01] | 4.7 M | 0.2 M |
| Offered $4,700,000 · Filed 2016-08-11 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Series B - RMA Value Add Access A Series of RMA Real Estate Access Fund Series LLC | [2016-01-29] | 8.9 M | 3.4 M |
| Offered $25,000,000 · Filed 2015-07-29 (D) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $100,000 · Remaining $16,100,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | RMA Core Plus RE Fund I-R LLC | [2014-02-24] | 30.8 M | 0.8 M |
| Offered $35,000,000 · Filed 2014-03-06 (D/A) · Exemption 506(b), 3(c), 3(c)(5) · Minimum $50,000 · Remaining $4,240,000 · Duration One year or less · Commission $350,000 · Net Assets Decline to Disclose | ||||
| RE | RMA Northbridge Assisted Living Fund LP | [2014-02-24] | 31.1 M | 1.0 M |
| Offered $100,000,000 · Filed 2013-10-02 (D) · Exemption 506(b) · Minimum $250,000 · Remaining $68,900,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Autumn Glen PE LLC | [2012-03-28] | 3.0 M | 3.0 M |
| Offered $3,000,000 · Filed 2012-02-07 (D) · Exemption 506 · Minimum $20,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | Regis Properties Fund II LP | [2012-03-28] | 39.4 M | 15.8 M |
| Offered $39,395,000 · Filed 2012-02-02 (D) · Exemption 506, 3(c)(1) · Minimum $250,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| RE | RM Properties Access Fund LP | [2012-03-28] | 40.0 M | 16.3 M |
| Offered $40,000,000 · Filed 2012-01-26 (D) · Exemption 506, 3(c)(1) · Minimum $125,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 | Executive Officer | 10 | 4 | |
| Robert Burlinson | Executive Officer | 6 | 3 | |
| Regis Management Company LLC | Executive Officer | 6 | 3 | |
| Michael Potter | Executive Officer | 10 | 2 | |
| Dani Evanson | Executive Officer | 5 | 2 | |
| James Coughlin | Executive Officer | 2 | 2 | |
| Regis Metro Associates Inc | Executive Officer, Promoter | 2 | 1 | |
| Rma Management LLC | Promoter | 1 | 1 | |
| Wendy Nowokunski | Executive Officer | 1 | 1 | |
| Rcp Fund II LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001588230] | |
| D | [0001599639] | |
| D | [0001649235] | |
| D | [0001682041] | |
| D | [0001729973] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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