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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

REGENT PROPERTIES

REGENT PROPERTIES, LLC, CRD 309360

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e725a394-210b-c146-fea2-fee7e474c619

Data as of Aug 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 4
On other graphs: 0
Observed: May 21, 2020 to Aug 1, 2026
13 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-08-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $378M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $355Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 28
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 16
Custody, client assets: $1.8B
SEC number: 801-118956
CRD: 309360
Filings on the tape: 13
First filed: May 21, 2020
Latest filed: Aug 1, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC ROBI LAWRENCE FLEISS	n/a	LOS ANGELES, CA \| Dallas, TX	4	21	n/a	no
John Warren Perry	n/a	Dallas, TX \| LOS ANGELES, CA	4	10	n/a	no
Colin Rosenbaum	n/a	LOS ANGELES, CA \| Dallas, TX	4	13	n/a	no
Reilly Nicole Forrest	n/a	LOS ANGELES, CA \| Dallas, TX	4	10	1	no
Parker Levy	n/a	LOS ANGELES, CA \| Dallas, TX	4	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BENBASSAT, MATTHEW, ALLAN	CHIEF OPERATING OFFICER	Na	yes	01/2008	May 21, 2020	Mar 27, 2024
BENBASSAT, MATTHEW, ALLAN	GENERAL PARTNER	F	yes	01/2019	May 21, 2020	Mar 27, 2024
BFKLRP, LLC	Member	C	yes	08/2022	Mar 29, 2023	Mar 27, 2024
FLEISS, ERIC, ROBI LAWRENCE	MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER	Na	yes	08/2005	May 21, 2020	Mar 27, 2024
FLEISS, ERIC, ROBI LAWRENCE	Trustee	F	yes	01/2019	May 21, 2020	Mar 27, 2024
GMK511 VENTURES INC.	Member	B	yes	01/2020	Oct 23, 2020	Mar 27, 2024
KRAUS, SAMUEL, LOREN	EXECUTIVE VICE PRESIDENT & HEAD OF ACQUISITIONS	Na	yes	01/2020	May 21, 2020	Mar 27, 2024
KRAUS, SAMUEL, LOREN	SOLE SHAREHOLDER	E	yes	01/2020	May 21, 2020	Mar 27, 2024
LAFFER, LISA, MIRIAM	Trustee	E	yes	03/2013	May 21, 2020	Mar 27, 2024
LAFFER, LISA, MIRIAM	CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL	Na	yes	10/2019	May 21, 2020	Mar 27, 2024
MARGATE STREET FAMILY PARTNERSHIP	Member	B	yes	01/2020	May 21, 2020	Mar 27, 2024
SISTER BAY PARTNERSHIP	Member	D	yes	01/2020	May 21, 2020	Mar 27, 2024
LAFFER LIVING TRUST U/D/T MARCH 22, 2013	Member	Na	no	03/2023	Mar 29, 2023	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ATLANTIC REGENT HOLDINGS, LLC	n/a	n/a	n/a	N	yes	n/a
CAMELBACK VENTURE, LLC	n/a	n/a	n/a	N	yes	n/a
REGENT CBV MANAGER, LLC	n/a	n/a	n/a	N	yes	n/a
REGENT MANAGING MEMBER II, LLC	n/a	n/a	n/a	N	yes	n/a
REGENT MANAGING MEMBER IV, LLC	n/a	n/a	n/a	N	yes	n/a
REGENT SOUTHWEST, LLC	n/a	n/a	n/a	N	yes	n/a
REGMUM GP, LLC	n/a	n/a	n/a	N	yes	n/a
ROF V MANAGING MEMBER, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dallas	TX	United States	5	no
SAN DIEGO	CA	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 2, 2026	$1.8B	$378M	28	10	2	n/a	n/a
2024	Mar 25, 2025	$1.8B	$332M	33	13	2	n/a	n/a
2023	Mar 27, 2024	$2.2B	$501M	43	17	2	n/a	n/a
2022	Mar 29, 2023	$2.3B	$513M	39	10	3	n/a	n/a
2021	Mar 30, 2022	$1.9B	$534M	45	10	3	n/a	n/a
2020	Mar 29, 2021	$1.4B	$406M	22	9	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.8B	-0.7%	$2.3B	-7.7%	28	33	2	2

Relationships

Registered with (5)

← Parker LevyAdvisorregistration: current employment
May 26, 2022 to presentfactForm ADV
← Reilly Nicole ForrestAdvisorregistration: current employment
May 25, 2022 to presentfactForm ADV
← ERIC ROBI LAWRENCE FLEISSAdvisorregistration: current employment
May 24, 2022 to presentfactForm ADV
← John Warren PerryAdvisorregistration: current employment
May 24, 2022 to presentfactForm ADV
← Colin RosenbaumAdvisorregistration: current employment
May 24, 2022 to presentfactForm ADV

Controls (8)

← FLEISS, ERIC, ROBI LAWRENCEOwnerTRUSTEE, ownership code F, individual
May 21, 2020 to Mar 27, 2024factForm ADV
← BENBASSAT, MATTHEW, ALLANOwnerGENERAL PARTNER, ownership code F, individual
May 21, 2020 to Mar 27, 2024factForm ADV
← KRAUS, SAMUEL, LORENOwnerSOLE SHAREHOLDER, ownership code E, individual
May 21, 2020 to Mar 27, 2024factForm ADV
← LAFFER, LISA, MIRIAMOwnerTRUSTEE, ownership code E, individual
May 21, 2020 to Mar 27, 2024factForm ADV
← BFKLRP, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 29, 2023 to Mar 27, 2024factForm ADV
← GMK511 VENTURES INC.OwnerMEMBER, ownership code B, domestic entity
Oct 23, 2020 to Mar 27, 2024factForm ADV
← MARGATE STREET FAMILY PARTNERSHIPOwnerMEMBER, ownership code B, domestic entity
May 21, 2020 to Mar 27, 2024factForm ADV
← SISTER BAY PARTNERSHIPOwnerMEMBER, ownership code D, domestic entity
May 21, 2020 to Mar 27, 2024factForm ADV

Owns (1)

← LAFFER LIVING TRUST U/D/T MARCH 22, 2013OwnerMEMBER, ownership code NA, domestic entity
Mar 29, 2023 to Mar 27, 2024factForm ADV

Dated events

Occurred
Nov 14, 2022
Regulatory AUM changed
Regent Properties reported RAUM $2.5B, up 32% from $1.9B (2022-03-30 to 2022-11-14)
Form ADVobserved 6 days ago
$608M
Occurred
Nov 14, 2022
Control person left
Alan Jeffrey Dinkin (Managing Director & Founder) no longer on Schedule A of Regent Properties (listed 2022-03-30, absent 2022-11-14)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Regent Properties reported RAUM $1.9B, up 37% from $1.4B (2021-03-29 to 2022-03-30)
Form ADVobserved 6 days ago
$526M
Occurred
May 21, 2020
First Form ADV filing
Regent Properties filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e725a394-210b-c146-fea2-fee7e474c619
First observed: May 21, 2020
Last observed: Aug 1, 2026 51 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REGENT PROPERTIES

REGENT PROPERTIES, LLC, CRD 309360

LOS ANGELES, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e725a394-210b-c146-fea2-fee7e474c619

Data as of Aug 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC ROBI LAWRENCE FLEISS

n/a

LOS ANGELES, CA | Dallas, TX

n/a

John Warren Perry

n/a

Dallas, TX | LOS ANGELES, CA

n/a

Colin Rosenbaum

n/a

LOS ANGELES, CA | Dallas, TX

n/a

Reilly Nicole Forrest

n/a

LOS ANGELES, CA | Dallas, TX

Parker Levy

n/a

LOS ANGELES, CA | Dallas, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BENBASSAT, MATTHEW, ALLAN

CHIEF OPERATING OFFICER

yes

01/2008

May 21, 2020

Mar 27, 2024

BENBASSAT, MATTHEW, ALLAN

GENERAL PARTNER

yes

01/2019

May 21, 2020

Mar 27, 2024

BFKLRP, LLC

Member

yes

08/2022

Mar 29, 2023

Mar 27, 2024

FLEISS, ERIC, ROBI LAWRENCE

MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER

yes

08/2005

May 21, 2020

Mar 27, 2024

FLEISS, ERIC, ROBI LAWRENCE

Trustee

yes

01/2019

May 21, 2020

Mar 27, 2024

GMK511 VENTURES INC.

Member

yes

01/2020

Oct 23, 2020

Mar 27, 2024

KRAUS, SAMUEL, LOREN

EXECUTIVE VICE PRESIDENT & HEAD OF ACQUISITIONS

yes

01/2020

May 21, 2020

Mar 27, 2024

KRAUS, SAMUEL, LOREN

SOLE SHAREHOLDER

yes

01/2020

May 21, 2020

Mar 27, 2024

LAFFER, LISA, MIRIAM

Trustee

yes

03/2013

May 21, 2020

Mar 27, 2024

LAFFER, LISA, MIRIAM

CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL

yes

10/2019

May 21, 2020

Mar 27, 2024

MARGATE STREET FAMILY PARTNERSHIP

Member

yes

01/2020

May 21, 2020

Mar 27, 2024

SISTER BAY PARTNERSHIP

Member

yes

01/2020

May 21, 2020

Mar 27, 2024

LAFFER LIVING TRUST U/D/T MARCH 22, 2013

Member

03/2023

Mar 29, 2023

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ATLANTIC REGENT HOLDINGS, LLC

n/a

yes

n/a

CAMELBACK VENTURE, LLC

n/a

yes

n/a

REGENT CBV MANAGER, LLC

n/a

yes

n/a

REGENT MANAGING MEMBER II, LLC

n/a

yes

n/a

REGENT MANAGING MEMBER IV, LLC

n/a

yes

n/a

REGENT SOUTHWEST, LLC

n/a

yes

n/a

REGMUM GP, LLC

n/a

yes

n/a

ROF V MANAGING MEMBER, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dallas

United States

SAN DIEGO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 2, 2026

$1.8B

$378M

n/a

2024

Mar 25, 2025

$1.8B

$332M

n/a

2023

Mar 27, 2024

$2.2B

$501M

n/a

2022

Mar 29, 2023

$2.3B

$513M

n/a

2021

Mar 30, 2022

$1.9B

$534M

n/a

2020

Mar 29, 2021

$1.4B

$406M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

-0.7%

$2.3B

-7.7%