Overview
Assets Under Management: $201 million
High-Net-Worth Clients: 90
Average Client Assets: $0.9 million
Frequently Asked Questions
REGENTS PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322915), REGENTS PARTNERS, LLC is subject to fiduciary duty under federal law.
REGENTS PARTNERS, LLC serves 90 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, REGENTS PARTNERS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
REGENTS PARTNERS, LLC manages $201 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, REGENTS PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.20%
Average Client Assets: $0.9 million
Total Client Accounts: 327
Discretionary Accounts: 327
Regulatory Filings
CRD Number: 322915
Filing ID: 2064428
Last Filing Date: 2026-03-30 17:05:00