Regent Properties
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 309360
- Registered since
- June 26, 2020
- Website
- www.regentproperties.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Regent Properties is an SEC-registered limited liability company classified as an institutional registered investment adviser. The firm serves institutional clients and focuses on portfolio management for businesses and other institutions. Its fee schedule combines a percentage-of-assets model with performance-based fees. Regent Properties is not identified as an active ESG investor and is not designated as a multi-state adviser. The firm also operates in sponsor and manager roles — acting as an other investment adviser, sponsor of limited partnerships (excluding pooled investment vehicles), and sponsor/GP/managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Dana Gomez-Gayne
General Counsel and Chief Compliance OfficerCRD 8232541

Eric Fleiss
Chief Executive Officer, PrincipalCRD 2637585

Samuel Kraus
Chief Investment OfficerCRD 7254685
Contacts
3 of 4
Reilly Forrest
Vice PresidentCRD 7090938

John Perry
AVP, InvestmentsCRD 6886424

Parker Levy
Analyst, InvestmentsCRD 7548146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 12100 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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