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REGENT PROPERTIES
Legal name: REGENT PROPERTIES, LLC
CRD 309360File 801-118956
APPROVED
Custody
Filing as of Aug 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.77B
Top 25% of cohort (national)
Discretionary AUM
$377.5M
Non-discretionary $1.40B
Clients
16
16 accounts
Employees
28
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 26, 2020
- Principal office
- 12100 WILSHIRE BLVD., SUITE 1750, LOS ANGELES, CA, 90025
- Phone
- 310-806-9800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.77B
- Discretionary AUM
- $377.5M
- Non-discretionary AUM
- $1.40B
- Discretionary accounts
- 3
- Non-discretionary accounts
- 13
- Total accounts
- 16
- AUM per client
- $110.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 16 | $1.77B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.