REGENTATLANTIC CAPITAL, LLC
Legal name: REGENTATLANTIC
CRD #105995 SEC #801-17301 MORRISTOWN, NJ 973-425-8420
SEC Registered Private Funds
Total AUM
$6.2B
Discretionary
$6.2B
Employees
71
Clients
--
Accounts
2,131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Mar 2023 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Nov 2022 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Jun 2022 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Jun 2022 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Mar 2022 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Mar 2022 | $6.2B | $6.2B | $43.9M | 71 | 344 |
| Jan 2022 | $5.2B | $5.1B | $52.9M | 67 | 357 |
| Jan 2022 | $5.2B | $5.1B | $52.9M | 67 | 357 |
| Oct 2021 | $5.2B | $5.1B | $52.9M | 67 | 357 |
| Aug 2021 | $5.2B | $5.1B | $52.9M | 67 | 357 |
| Apr 2021 | $5.2B | $5.1B | $52.9M | 67 | 357 |
| Mar 2021 | $5.2B | $5.1B | $52.9M | 67 | 357 |
| Oct 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Oct 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Aug 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Jul 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Jun 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Jun 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| May 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Mar 2020 | $4.9B | $4.9B | $49.4M | 67 | 350 |
| Sep 2019 | $4.6B | $4.5B | $42.9M | 63 | 1,300 |
| Sep 2019 | $4.6B | $4.5B | $42.9M | 63 | 1,300 |
| Sep 2019 | $4.6B | $4.5B | $42.9M | 63 | 1,300 |
| Mar 2019 | $3.6B | $3.6B | $40.7M | 50 | 1,300 |
| Oct 2018 | $3.8B | $3.7B | $96.2M | 36 | 1,300 |
| Mar 2018 | $3.8B | $3.7B | $96.2M | 36 | 1,300 |
| Sep 2017 | $3.3B | $3.2B | $77.8M | 33 | 1,300 |
| Jul 2017 | $3.3B | $3.2B | $77.8M | 33 | 1,300 |
| Mar 2017 | $3.3B | $3.2B | $77.8M | 33 | 1,300 |
| Dec 2016 | $3B | $3B | $56.3M | 28 | 1,300 |
| Feb 2016 | $3B | $3B | $56.3M | 28 | 1,300 |
| Aug 2015 | $3.2B | $3.1B | $63.4M | 24 | 1,300 |
| May 2015 | $3.2B | $3.1B | $63.4M | 24 | 1,300 |
| Apr 2015 | $3.2B | $3.1B | $63.4M | 24 | 1,300 |
| Mar 2015 | $3.2B | $3.1B | $63.4M | 24 | 1,300 |
| May 2014 | $2.9B | $2.9B | $56.7M | 24 | 1,200 |
| Mar 2014 | $2.9B | $2.9B | $56.7M | 24 | 1,200 |
| Nov 2013 | $2.3B | $2.3B | $25M | 28 | 1,100 |
| Nov 2013 | $2.3B | $2.3B | $25M | 28 | 1,100 |
| Jun 2013 | $2.3B | $2.3B | $25M | 28 | 1,100 |
| Mar 2013 | $2.3B | $2.3B | $25M | 28 | 1,100 |
| Dec 2012 | $2.4B | $2.2B | $212M | 32 | 1,000 |
| Jul 2012 | $2.4B | $2.2B | $212M | 11 | 1,000 |
| Apr 2012 | $2.4B | $2.2B | $212M | 11 | 1,000 |
| Mar 2012 | $2.4B | $2.2B | $212M | 11 | 1,000 |
| Jul 2011 | $2.1B | $2B | $43.1M | -- | -- |
| Apr 2011 | $2.1B | $2B | $43.1M | -- | -- |
| Mar 2011 | $2.1B | $2B | $43.1M | -- | -- |
| Oct 2010 | $1.8B | $1.7B | $36.5M | -- | -- |
| Sep 2010 | $1.8B | $1.7B | $36.5M | -- | -- |
| Nov 2007 | $1.5B | $1.5B | $54.1M | -- | -- |
| Feb 2007 | $1.5B | $1.5B | $54.1M | -- | -- |
| Mar 2006 | $1.2B | $1.1B | $50.3M | -- | -- |
| Jan 2005 | $688.5M | $645.8M | $42.7M | -- | -- |
| Apr 2004 | $688.5M | $645.8M | $42.7M | -- | -- |
| Apr 2004 | $688.5M | $645.8M | $42.7M | -- | -- |
| May 2002 | $414.2M | $372.3M | $41.9M | -- | -- |
| Oct 2001 | $414.2M | $372.3M | $42M | -- | -- |
| Sep 2001 | $414.2M | $372.3M | $42M | -- | -- |
DateMar 2023
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateMar 2023
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateNov 2022
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateJun 2022
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateJun 2022
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateMar 2022
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateMar 2022
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$43.9M
Employees71
Clients344
DateJan 2022
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$52.9M
Employees67
Clients357
DateJan 2022
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$52.9M
Employees67
Clients357
DateOct 2021
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$52.9M
Employees67
Clients357
DateAug 2021
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$52.9M
Employees67
Clients357
DateApr 2021
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$52.9M
Employees67
Clients357
DateMar 2021
Total AUM$5.2B
Discretionary$5.1B
Non-Disc.$52.9M
Employees67
Clients357
DateOct 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateOct 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateAug 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateJul 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateJun 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateJun 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateMay 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateMar 2020
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$49.4M
Employees67
Clients350
DateSep 2019
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$42.9M
Employees63
Clients1,300
DateSep 2019
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$42.9M
Employees63
Clients1,300
DateSep 2019
Total AUM$4.6B
Discretionary$4.5B
Non-Disc.$42.9M
Employees63
Clients1,300
DateMar 2019
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$40.7M
Employees50
Clients1,300
DateOct 2018
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$96.2M
Employees36
Clients1,300
DateMar 2018
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$96.2M
Employees36
Clients1,300
DateSep 2017
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.8M
Employees33
Clients1,300
DateJul 2017
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.8M
Employees33
Clients1,300
DateMar 2017
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$77.8M
Employees33
Clients1,300
DateDec 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$56.3M
Employees28
Clients1,300
DateFeb 2016
Total AUM$3B
Discretionary$3B
Non-Disc.$56.3M
Employees28
Clients1,300
DateAug 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$63.4M
Employees24
Clients1,300
DateMay 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$63.4M
Employees24
Clients1,300
DateApr 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$63.4M
Employees24
Clients1,300
DateMar 2015
Total AUM$3.2B
Discretionary$3.1B
Non-Disc.$63.4M
Employees24
Clients1,300
DateMay 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$56.7M
Employees24
Clients1,200
DateMar 2014
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$56.7M
Employees24
Clients1,200
DateNov 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$25M
Employees28
Clients1,100
DateNov 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$25M
Employees28
Clients1,100
DateJun 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$25M
Employees28
Clients1,100
DateMar 2013
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$25M
Employees28
Clients1,100
DateDec 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$212M
Employees32
Clients1,000
DateJul 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$212M
Employees11
Clients1,000
DateApr 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$212M
Employees11
Clients1,000
DateMar 2012
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$212M
Employees11
Clients1,000
DateJul 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$43.1M
Employees--
Clients--
DateApr 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$43.1M
Employees--
Clients--
DateMar 2011
Total AUM$2.1B
Discretionary$2B
Non-Disc.$43.1M
Employees--
Clients--
DateOct 2010
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$36.5M
Employees--
Clients--
DateSep 2010
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$36.5M
Employees--
Clients--
DateNov 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$54.1M
Employees--
Clients--
DateFeb 2007
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$54.1M
Employees--
Clients--
DateMar 2006
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$50.3M
Employees--
Clients--
DateJan 2005
Total AUM$688.5M
Discretionary$645.8M
Non-Disc.$42.7M
Employees--
Clients--
DateApr 2004
Total AUM$688.5M
Discretionary$645.8M
Non-Disc.$42.7M
Employees--
Clients--
DateApr 2004
Total AUM$688.5M
Discretionary$645.8M
Non-Disc.$42.7M
Employees--
Clients--
DateMay 2002
Total AUM$414.2M
Discretionary$372.3M
Non-Disc.$41.9M
Employees--
Clients--
DateOct 2001
Total AUM$414.2M
Discretionary$372.3M
Non-Disc.$42M
Employees--
Clients--
DateSep 2001
Total AUM$414.2M
Discretionary$372.3M
Non-Disc.$42M
Employees--
Clients--