The REGIS METRO ASSOCIATES, INC. is a privately held investment adviser that advises $617.81mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. REGIS METRO ASSOCIATES, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 15.82% over the last 5-years.
The Group has been registered with the SEC for 14.29 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 220 HALLECK STREET SUITE 200B, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 2 investment and 3 non-investment staff. The total number of Employees decreased by 28.57% over the last 5-years.
Their $617.81mn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 8 other accounts. Assets of High Net Worth Individuals clients own $364.24mn or 58.96% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $105.65mn or 17.1% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $3.37mn in assets.
The Group discloses fixed fees, management fees and performance-based fees.
REGIS METRO ASSOCIATES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.