REGENT PROPERTIES

RIASEC RegisteredEst. 2020
Total AUM
$1.8B
Discretionary
$378M
21% of AUM
Avg account
$111M
Accounts
16
Employees
28
Advisory reps
8

Firm details

Headquarters
Los Angeles, California
CRD number
309360
Registered since
June 26, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Regent Properties is a limited liability company that registered with the SEC in 2020 and serves institutional clients. Its stated advisory activity is portfolio management for businesses or institutions. The firm charges a mix of percentage-of-AUM and performance-based fees. Regent Properties does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data. Regent Properties also appears to act beyond pure advisory duties: the firm is affiliated as an adviser and as a sponsor/manager of pooled investment vehicles and limited partnerships, which indicates it both allocates to and organizes collective real-asset investments on behalf of clients.

Assets & Accounts

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

Owners & executives

3 of 3
  • MATTHEW BENBASSAT

    Chief Operating OfficerCRD 7254682

  • Dana Gomez-Gayne

    General Counsel and Chief Compliance OfficerCRD 8232541

  • SAMUEL KRAUS

    Chief Investment OfficerCRD 7254685

Contacts

3 of 5
  • ERIC FLEISS

    Managing DirectorCRD 2637585

  • Reilly Forrest

    Vice PresidentCRD 7090938

  • John Perry

    Senior AssociateCRD 6886424

Unlock 2 more contacts

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth