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Regis Management Company, LLC

EST. AUM
$1,351,996,690

CONTACTS
4

CLIENT ACCOUNTS
23

Firm Details

Metro area San Francisco
CRD Number 128449
Website merceradvisors.com
Client types

Overview

Acquired by Mercer Advisors in Dec 2022 Regis Management Company, down in Palo Alto, has about $4 billion in assets. They have a similar structure to Makena Capital in which they are pooling assets and have an endowment'style, largely institutional, client base. But they also have some ultra high-net-worth families. They do have a smaller team. Robert Burlinson, who runs the investment team, and has a private equity background, and Matt Krensky are your best points of contact.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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