SEC-Registered Investment Adviser
Regis Metro Associates, INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 18, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- April 18, 2012
- Principal office
- 220 Halleck Street, Suite 200b, San Francisco, CA 94129
- Organized as
- Corporation, CA
- Fiscal year end
- December
Scale
- Regulatory AUM
- $617.8M
- Discretionary / non-discretionary
- $105.6M / $512.2M
- Accounts
- 35
- Clients
- 0
- Employees
- 5, 2 in advisory roles
- Private funds advised
- 2
- Private fund gross assets
- $3.4M
- Fund types
- 2 real estate funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $13.8M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- high net worth individuals (22); pooled investment vehicles (5); charitable organizations (1); corporations or other businesses (7)
- Also engaged as
- real estate broker, dealer or agent
- Related persons include
- another investment adviser, a real estate broker or dealer and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 18, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.