← Directory
REGENT PROPERTIES
Legal name: REGENT PROPERTIES, LLC
CRD 309360File 801-118956
APPROVED
Custody
Filing as of Aug 1, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 33 | 28 | decreased by5 |
| Mar 1, 2026 | Clients | 19 | 16 | decreased by3 |
| Mar 1, 2026 | AUM | $1,786,628,208 | $1,773,700,776 | decreased by$12,927,432 |
| Mar 1, 2026 | Accounts | 19 | 16 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 33 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,928,765,121 | $1,786,628,208 | decreased by$142,136,913 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 15 | 19 | increased by4 |
| Apr 1, 2022 | Employees | 22 | 45 | increased by23 |
| Apr 1, 2022 | Clients | 14 | 15 | increased by1 |
| Apr 1, 2022 | AUM | $1,403,194,368 | $1,928,765,121 | increased by$525,570,753 |
| Apr 1, 2022 | Accounts | 14 | 15 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REGENT PROPERTIES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REGENT PROPERTIES” may also match similarly-named firms). Confirm identity against each filing.
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.