REGENTS PARK FUNDS, LLC

RIASEC RegisteredEst. 2017
Total AUM
$433M
Discretionary
$433M
100% of AUM
Avg account
$86.6M
Accounts
5
Employees
7
Advisory reps
2

Firm details

Headquarters
IRVINE, California
CRD number
284684
Registered since
January 25, 2017
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment CompaniesSelection of Other Advisers

Firm profile

FINTRX

Overview

Regents Park Funds, LLC is a small, institutionally focused investment adviser that acts primarily as a capital allocator. The firm is organized as an LLC and has been SEC-registered since 2017. Its advisory mandate centers on portfolio management for investment companies and the selection and oversight of third-party managers, indicating a model that combines in-house strategy decisions with outsourced manager implementation. Regents Park operates on a percentage-of-AUM fee model and does not self-identify as an active ESG investor. Investment orientation favors allocations that require manager selection and oversight rather than large-scale retail distributions. The firm’s classification is unclassified, and it reports serving institutional clients rather than individual retail households. Its activities suggest a focus on building composite portfolios for investment vehicles and bringing in external managers where specialized capabilities are needed.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • CYNTHIA ARAGON

    Independent ContractorCRD 4316747

  • DAVID YOUNG

    Founder & CEOCRD 1698458

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

IRVINE, CA

ORANGE

Location

IRVINE, CA

Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
19900 MacArthur Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth