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REGENTS PARTNERS, LLC
CRD 322915 · SEC 801-126488
AZ, United States
Phone
(925) 261-8330
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$201.2M
Discretionary AUM
$201.2M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 232 | $51.9M |
| High net worth individuals | 90 | $82.9M |
| Pooled investment vehicles | 5 | $66.4M |
States served
AZ, CA, CO, ID, IL, PR, UT, WY, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD