Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
912190016
SEC advisor number
801-69740
FINRA CRD number
128449
AUM ?
$1.35 bn
(as of 27 Mar 24)
Accounts
23
(as of 27 Mar 24)
Employees
14
(6 investment advisory or research)
Address
Regis Management
300 HAMILTON AVENUE
4TH FLOOR
PALO ALTO
CA 94301
300 HAMILTON AVENUE
4TH FLOOR
PALO ALTO
CA 94301
Phone
(650) 838-1030
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR
Quarterly holdings report by institutional manager
1 Feb 22