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REGENCY CAPITAL MANAGEMENT INC.
HONOLULU, HI
808-451-3193
SEC #801-120277Total AUM
$364.1M
Employees
5Clients
132Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1001 BISHOP STREET
SUITE 1090
HONOLULU
HI 96813
United States
SUITE 1090
HONOLULU
HI 96813
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
808-451-3193
Other Offices
1
Financials
Total AUM
$364.1M
Accounts
371Discretionary
$364.1M
Accounts
371Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
47AUM
$17.8M
HNW Individual Clients
69AUM
$326.1M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
1AUM
$5.3M
Pension/Profit Sharing Plan Clients
3AUM
$2.4M
Charitable Organization Clients
3AUM
$4M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
4AUM
$8.5M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
HILAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.