RIA Intelligence

REGIS METRO ASSOCIATES, INC.

CRD #160859 SEC #801-75149 SAN FRANCISCO, CA 415-421-0500
SEC Registered Private Funds
Total AUM
$707.5M
Discretionary
$117.6M
Employees
6
Clients
--
Accounts
36

AUM Over Time

DateApr 2025
Total AUM$707.5M
Discretionary$117.6M
Non-Disc.$590M
Employees6
Clients0
DateMar 2025
Total AUM$707.5M
Discretionary$117.6M
Non-Disc.$590M
Employees6
Clients0
DateSep 2024
Total AUM$779.6M
Discretionary$123.8M
Non-Disc.$655.8M
Employees7
Clients0
DateApr 2024
Total AUM$779.6M
Discretionary$123.8M
Non-Disc.$655.8M
Employees7
Clients0
DateMar 2024
Total AUM$779.6M
Discretionary$123.8M
Non-Disc.$655.8M
Employees7
Clients0
DateSep 2023
Total AUM$785.2M
Discretionary$121M
Non-Disc.$664.2M
Employees7
Clients0
DateMar 2023
Total AUM$785.2M
Discretionary$121M
Non-Disc.$664.2M
Employees7
Clients0
DateSep 2022
Total AUM$708.5M
Discretionary$120.6M
Non-Disc.$587.9M
Employees7
Clients0
DateMar 2022
Total AUM$708.5M
Discretionary$120.6M
Non-Disc.$587.9M
Employees7
Clients0
DateOct 2021
Total AUM$733.9M
Discretionary$153.1M
Non-Disc.$580.8M
Employees7
Clients48
DateSep 2021
Total AUM$733.9M
Discretionary$153.1M
Non-Disc.$580.8M
Employees7
Clients48
DateMar 2021
Total AUM$733.9M
Discretionary$153.1M
Non-Disc.$580.8M
Employees7
Clients48
DateJun 2020
Total AUM$667.2M
Discretionary$175.7M
Non-Disc.$491.5M
Employees7
Clients57
DateMar 2020
Total AUM$667.2M
Discretionary$175.7M
Non-Disc.$491.5M
Employees7
Clients57
DateFeb 2019
Total AUM$726.7M
Discretionary$255.3M
Non-Disc.$471.4M
Employees6
Clients54
DateNov 2018
Total AUM$740.1M
Discretionary$197.9M
Non-Disc.$542.1M
Employees6
Clients53
DateFeb 2018
Total AUM$740.1M
Discretionary$197.9M
Non-Disc.$542.1M
Employees6
Clients53
DateFeb 2017
Total AUM$746.6M
Discretionary$197.8M
Non-Disc.$548.8M
Employees8
Clients26
DateJan 2016
Total AUM$722.2M
Discretionary$178.1M
Non-Disc.$544.1M
Employees9
Clients26
DateMar 2015
Total AUM$775.2M
Discretionary$110.3M
Non-Disc.$664.9M
Employees9
Clients26
DateAug 2014
Total AUM$666.4M
Discretionary$61.8M
Non-Disc.$604.6M
Employees10
Clients26
DateFeb 2014
Total AUM$666.4M
Discretionary$61.8M
Non-Disc.$604.6M
Employees10
Clients26
DateJun 2013
Total AUM$637.5M
Discretionary$47.3M
Non-Disc.$590.1M
Employees10
Clients26
DateFeb 2013
Total AUM$637.5M
Discretionary$47.3M
Non-Disc.$590.1M
Employees10
Clients26
DateFeb 2013
Total AUM$637.5M
Discretionary$47.3M
Non-Disc.$590.1M
Employees10
Clients26
DateMar 2012
Total AUM$602.7M
Discretionary$42.1M
Non-Disc.$560.6M
Employees--
Clients11