Regis Management Company LLC
Legal Name: REGIS MANAGEMENT COMPANY, LLC
Full Contact Details
Regis Management Company LLC
300 HAMILTON AVENUE, 4TH FLOOR, PALO ALTO, CA
650-838-1030
650-328-8044
Other Info
Regis Management Company LLC, a Delaware-based Limited Liability Company, operates with 15 employees, including 6 advisors, to serve a single client. Listed as Approved by the U.S. Securities and Exchange Commission, the firm has been registered since November 21, 2008.
Regis Management Company
Home About Services Team Contact Regis Form CRS Home About Services Team Contact Regis Form CRS Independent portfolio management and investment advisory for private clients, foundations and endowments. ABOUTFounded in 2000, Regis is a multi-billion dollar portfolio manager and investment adv…
Direct Owners
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ADRIENNE ANDERSON FIORETTI
CHIEF COMPLIANCE OFFICER owns less than 5%
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FREIDENRICH FAMILY PARTNERSHIP
OWNER owns more than 50% but less than 75%
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ROBERT FRANCIS BURLINSON
CHIEF INVESTMENT OFFICER/MEMBER owns more than 50% but less than 75%
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STEVEN SCOTT GO
CHIEF OPERATING OFFICER owns less than 5%
Indirect Owners
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ERIC FREIDENRICH
LIMITED PARTNER owns more than 25% but less than 50%
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GAIL MARKS
LIMITED PARTNER owns more than 25% but less than 50%
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JILL FREIDENRICH
GENERAL PARTNER
Prime Brokers
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FIDELITY BROKERAGE SERVICES LLC
United States