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Building 2REGENTS PARTNERS, LLC

Map pin
Phone(925) 261-8330
NotebookSEC #801-126488
Total AUM
$201.2M
Employees
3
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
(925) 261-8330

ReceiptFinancials

Total AUM
$201.2M
Accounts
327
Discretionary
$201.2M
Accounts
327
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
232
AUM
$51.9M
HNW Individual Clients
90
AUM
$82.9M
Pooled Vehicle Clients
5
AUM
$66.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILPRTXUTWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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