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REGAN CAPITAL
DALLAS, TX
214-550-1710
SEC #801-79546Total AUM
$3.6B
Employees
22Clients
53Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
300 CRESCENT COURT
SUITE 1760
DALLAS
TX 75201
United States
SUITE 1760
DALLAS
TX 75201
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
214-550-1710
Financials
Total AUM
$3.6B
Accounts
53Discretionary
$3.6B
Accounts
53Non-Discretionary
$0
Accounts
0
Clients
HNW Individual Clients
4AUM
$4.1M
Investment Company Clients
4AUM
$2.4B
Pooled Vehicle Clients
5AUM
$398.6M
Insurance Company Clients
6AUM
$92.8M
Other Clients
34AUM
$710.2M
Description of Other Clients
ENDOWMENTS AND FAMILY OFFICES
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.