{ "crd_number": 309360, "slug": "regent-properties-los-angeles-ca-309360", "primary_business_name": "REGENT PROPERTIES", "legal_name": "REGENT PROPERTIES, LLC", "dbas": [ "REGENT PROPERTIES - TEXAS, LLC" ], "city": "Los Angeles", "state": "CA", "country": "United States", "cbsa_code": "31080", "metro": { "cbsa_code": "31080", "common_name": "Los Angeles", "msa_name": "Los Angeles-Long Beach-Anaheim, CA", "path": "/advisors/ca/los-angeles" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2020-06-26", "years_registered": 6, "period": "2026-10-01", "filing_date": "2026-08-01", "carried_forward": false, "raum_total": 1773700776.0, "raum_discretionary": 377546752.0, "raum_non_discretionary": 1396154024.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 28, "advisory_employees": 10, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1773700776.0, "count": 16 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "TX" ], "websites": [ "https://facebook.com/REGENTPROPERTIESREALESTATE", "https://instagram.com/REGENTPROPERTIES", "https://linkedin.com/COMPANY/REGENT-PROPERTIES", "https://regentproperties.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309360", "city_as_filed": "LOS ANGELES", "url": "https://advisorcensus.com/firm/regent-properties-los-angeles-ca-309360", "display_name": "Regent Properties", "summary": "Regent Properties is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 1, 2026.", "citation": "AdvisorCensus. Regent Properties (CRD 309360): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Regent Properties compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Regent Properties reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Regent Properties located?", "a": "Regent Properties' principal office is in Los Angeles, CA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Regent Properties registered with the SEC or a state?", "a": "Regent Properties is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309360." }, { "q": "How much does Regent Properties manage?", "a": "Regent Properties reports $1,773,700,776 in regulatory assets under management in its Form ADV filing dated August 1, 2026 (21% discretionary)." }, { "q": "How have Regent Properties' assets and staff changed since 2021?", "a": "In the Form ADV data for Regent Properties: Regulatory assets under management: $1,403,194,368 in the October 2021 data and $1,773,700,776 in the October 2026 data, up 26%. Total employees: 22 in October 2021 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Regent Properties serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16)." }, { "q": "Does Regent Properties report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309360" }, { "q": "What changed in Regent Properties' recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1403194368.0, "total_employees": 22, "filing_date": "2021-03-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1928765121.0, "total_employees": 45, "filing_date": "2022-03-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2252269213.0, "total_employees": 39, "filing_date": "2023-10-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2217476411.0, "total_employees": 43, "filing_date": "2024-03-27" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1786628208.0, "total_employees": 33, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1773700776.0, "total_employees": 28, "filing_date": "2026-08-01" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Employees performing advisory functions went from 13 to 10.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/regent-properties-los-angeles-ca-309360.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 16, "fewer_than_5": false, "raum": 1773700776.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309360", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }