DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Regis Metro Associates, Inc.
Latest filing Apr 27, 2026
First filing on the tape Mar 28, 2012 · 28 filings
SEC status approved since Apr 18, 2012
RAUM
$618M
reported, Item 5.F
Discretionary
17%
of RAUM
Private clients
59%
$364M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$618M as of Apr 27, 2026
Feb 11, 2013$637M then
HNW client RAUM$364M as of Apr 27, 2026
Feb 2, 2018$399M then
State-registered IARs (5.B.3)0 as of Apr 27, 2026
Feb 11, 20130 then
Employees (5.A)5 as of Apr 27, 2026
Feb 11, 201310 then
Private funds2 as of Apr 27, 2026
Feb 11, 20133 then
RAUM -13% over the last fiscal year-7.7% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 27, 2026; every figure names its basis
Archetypes, each a printed rule
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $16.6MderivedHNW RAUM over HNW clients
- Average account
- $17.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 17%derivedof RAUM
- Institutional
- 12%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -13%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$364M59%
- Pooled investment vehicles$106M17%
- Charitable organizations$75.0M12%
- Corporations and businesses$72.9M12%
- Individual clients
- n/areported
- HNW clients
- 22reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 35reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.59 fund_share=0.17 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Regis Properties Fund II, L.P.no longer reported | Real Estate Fund | $15.8M | 30 | Mar 28, 2012 |
| Regis Ahp Holdings, LLC | Real Estate Fund | $6.1M | 29 | Feb 2, 2018 |
| Rm Properties Access Fund, L.P.no longer reported | Real Estate Fund | $3.4M | 51 | Mar 28, 2012 |
| Series B - Rma Value Add Access, A Series Of Rma Real Estate Access Fund Series, LLC | Real Estate Fund | $3.1M | 23 | Jan 29, 2016 |
| Autumn Glen Pe, LLCno longer reported | Real Estate Fund | $1.9M | 8 | Mar 28, 2012 |
| Rma Northbridge Assisted Living Fund, L.P.no longer reported | Real Estate Fund | $997,060 | 66 | Feb 24, 2014 |
| Rma Core Plus Re Fund I-R, LLCno longer reported | Real Estate Fund | $823,773 | 78 | Feb 24, 2014 |
| 1150 Union Investors, LLCno longer reported | Real Estate Fund | $177,580 | 50 | Feb 1, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Evanson Danielle Mclaughlin · Managing Director, Chief Financial Officer, Secretarycontrolsince 01/2010 · owns 50% to 75%
- Francis Michael Potter · Managing Director, Presidentcontrolsince 06/2007 · owns 50% to 75%
- Akemi Rachel Doygun · Chief Compliance Officersince 01/2018 · owns less than 5%
Related persons
Schedule D 7.A
- Align Finance Partners Gp II, LLCpooled vehicle sponsorn
- Align Finance Partners Gp, LLCpooled vehicle sponsorn
- Danielle Evanson Mclaughlininvestment companyn
- Michael F. Potterinvestment companyn
- Rma Alexander Stations LLCpooled vehicle sponsorn
- Rma Management, LLCpooled vehicle sponsorn
- Rma Series Management, LLCpooled vehicle sponsorn
- Rma/Amg Ca Affordable Housing, LLCpooled vehicle sponsorn
- Urban Investment Advisorsinvestment advisernRAUM $2.5B
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA1 employees
What changed
consecutive filings, newest first
- Accounts · 36 to 35Jan 26, 2026 to Mar 11, 2026
- HNW clients · 23 to 22Jan 26, 2026 to Mar 11, 2026
- Discretionary RAUM · $118M to $106MJan 26, 2026 to Mar 11, 2026
- HNW RAUM · $404M to $364MJan 26, 2026 to Mar 11, 2026
- Non-discretionary RAUM · $590M to $512MJan 26, 2026 to Mar 11, 2026
- Pooled vehicle RAUM · $118M to $106MJan 26, 2026 to Mar 11, 2026
- RAUM · $708M to $618MJan 26, 2026 to Mar 11, 2026
- Advisory employees · 4 to 2Apr 16, 2025 to Jan 26, 2026
- Employees · 6 to 5Apr 16, 2025 to Jan 26, 2026
- Accounts · 40 to 36Sep 16, 2024 to Apr 16, 2025
- Advisory employees · 3 to 4Sep 16, 2024 to Apr 16, 2025
- Corporate clients · 8 to 7Sep 16, 2024 to Apr 16, 2025
- Pooled vehicle clients · 8 to 5Sep 16, 2024 to Apr 16, 2025
- Employees · 7 to 6Sep 16, 2024 to Apr 16, 2025
- Financial planning clients · unset to Sep 16, 2024 to Apr 16, 2025
- Other offices · 1 to 0Sep 16, 2024 to Apr 16, 2025
- Discretionary RAUM · $124M to $118MSep 16, 2024 to Apr 16, 2025
- HNW RAUM · $388M to $404MSep 16, 2024 to Apr 16, 2025
- Non-discretionary RAUM · $656M to $590MSep 16, 2024 to Apr 16, 2025
- Pooled vehicle RAUM · $124M to $118MSep 16, 2024 to Apr 16, 2025
- RAUM · $780M to $708MSep 16, 2024 to Apr 16, 2025
- HQ city · LOS ANGELES to SAN FRANCISCOApr 11, 2024 to Sep 16, 2024
- Accounts · 43 to 40Sep 14, 2023 to Mar 22, 2024
- Corporate clients · 11 to 8Sep 14, 2023 to Mar 22, 2024
- HNW clients · 24 to 23Sep 14, 2023 to Mar 22, 2024
- Pooled vehicle clients · 7 to 8Sep 14, 2023 to Mar 22, 2024
- Assets in custody · 109649364.0 to unsetSep 14, 2023 to Mar 22, 2024
- Custody of client assets · true to falseSep 14, 2023 to Mar 22, 2024
- Discretionary RAUM · $121M to $124MSep 14, 2023 to Mar 22, 2024
- HNW RAUM · $415M to $388MSep 14, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $664M to $656MSep 14, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $110M to $124MSep 14, 2023 to Mar 22, 2024
- RAUM · $785M to $780MSep 14, 2023 to Mar 22, 2024
- Accounts · 47 to 43Sep 15, 2022 to Mar 15, 2023
- Corporate clients · 12 to 11Sep 15, 2022 to Mar 15, 2023
- Pooled vehicle clients · 10 to 7Sep 15, 2022 to Mar 15, 2023
- Assets in custody · $111M to $110MSep 15, 2022 to Mar 15, 2023
- Private funds · 4 to 2Sep 15, 2022 to Mar 15, 2023
- Discretionary RAUM · $121M to $121MSep 15, 2022 to Mar 15, 2023
- HNW RAUM · $380M to $415MSep 15, 2022 to Mar 15, 2023
Signals
No event on the tape.
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 415-421-0500reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/RMA_2reportedpublic record, Form ADV, Sep 17, 2026
- Website
- RMARE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 415-421-0500reportedpublic record, Form ADV, Apr 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Regis Metro Associates, Inc. is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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