REGALIS SOLUTIONS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MENLO PARK, California
CRD number
300001
Registered since
March 10, 2020
Website
nttvc.com

Firm profile

FINTRX

Overview

Regalis Solutions LLC is an SEC-registered investment adviser formed as a limited liability company in 2020 that primarily operates as a sponsor and general partner of pooled investment vehicles. The firm’s reporting and activity indicate its principal business is running private fund(s) rather than providing retail advisory services to individual accounts. Investment activity is concentrated in venture capital allocations. Regalis Solutions is not identified as an active ESG investor, does not describe itself as a capital allocator for third-party portfolios, and does not operate as a multi-state or pension consultant adviser. Its regulatory and business profile points to a private-funds-first model with the firm acting as managing member and GP for its pooled vehicle(s).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Vaibhav Goel

    Managing DirectorCRD 7058182

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MENLO PARK, CA

SAN MATEO

Location

MENLO PARK, CA

Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
707 Menlo Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth