# Regent Properties

> 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.

- CRD: 309360
- Filed as: REGENT PROPERTIES
- Legal name: Regent Properties, LLC
- Also doing business as: REGENT PROPERTIES - TEXAS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: August 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309360
- AdvisorCensus page: https://advisorcensus.com/firm/regent-properties-los-angeles-ca-309360

## Quick answers

**How is Regent Properties compensated?**
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.

**Where is Regent Properties located?**
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).

**Is Regent Properties registered with the SEC or a state?**
Regent Properties is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309360.

**How much does Regent Properties manage?**
Regent Properties reports $1,773,700,776 in regulatory assets under management in its Form ADV filing dated August 1, 2026 (21% discretionary).

**How have Regent Properties' assets and staff changed since 2021?**
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.

**What types of clients does Regent Properties serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (16).

**Does Regent Properties report any disciplinary disclosures?**
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

**What changed in Regent Properties' recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,773,700,776
- Discretionary: $377,546,752
- Non-discretionary: $1,396,154,024

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 16 | $1,773,700,776 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 28 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Dallas, TX
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- regentproperties.com
- Facebook @REGENTPROPERTIESREALESTATE
- Instagram @REGENTPROPERTIES
- LinkedIn @REGENT-PROPERTIES

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,403,194,368 | 22 | March 29, 2021 |
| October 2022 | $1,928,765,121 | 45 | March 30, 2022 |
| October 2023 | $2,252,269,213 | 39 | October 2, 2023 |
| October 2024 | $2,217,476,411 | 43 | March 27, 2024 |
| October 2025 | $1,786,628,208 | 33 | March 25, 2025 |
| October 2026 | $1,773,700,776 | 28 | August 1, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Employees performing advisory functions went from 13 to 10.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Regent Properties (CRD 309360): Form ADV filing data as of October 2026.
