Data / Investment advisers / California / Regis Metro Associates, Inc.
Regis Metro Associates, Inc., San Francisco, CA: $618 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Regis Metro Associates, Inc. is an SEC registered investment adviser with its main office in San Francisco, California and reports $618 million in regulatory assets under management in its Form ADV filed September 18, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 2 private funds.
The request: Watch Regis Metro Associates, Inc. (CRD number 160859): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 160859
- SEC file number
- 801-75149
- SEC status
- Approved, effective April 18, 2012
- Main office
- 220 Halleck Street Suite 200b, San Francisco, CA 94129
- Phone
- (415) 421-0500
- Regulatory AUM
- $617,810,275 in the Form ADV filed September 18, 2026
- Discretionary AUM
- $105,649,774
- Non discretionary AUM
- $512,160,501
- Accounts
- 35
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 2: 2 real estate funds
- Gross assets of private funds
- $3,367,225
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 22 | $364.2 million |
| Pooled investment vehicles | 5 | $105.6 million |
| Charitable organizations | 1 | $75 million |
| Corporations or other businesses | 7 | $72.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $617.8 million | March 11, 2026 |
| December 1, 2025 | $707.5 million | April 16, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Yiheng Capital Management, L.P. | San Francisco | $675.8 million | 1 | adviserinfo.sec.gov |
| Aphias Capital, L.P. | San Francisco | $675.8 million | 2 | adviserinfo.sec.gov |
| The Roxborough Group | San Francisco | $636 million | 5 | adviserinfo.sec.gov |
| Fire Capital Management, LLC | San Francisco | $635.5 million | Not listed | adviserinfo.sec.gov |
| L2 Point Management LLC | San Francisco | $622.5 million | 6 | adviserinfo.sec.gov |
| Bay Hills Capital Management, LLC | San Francisco | $569.8 million | 14 | adviserinfo.sec.gov |
| Pier 88 Investment Partners, LLC | San Francisco | $568 million | 7 | adviserinfo.sec.gov |
| Frec | San Francisco | $567.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Regis Metro Associates, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.