Regis Metro Associates, Inc.
- Regulatory AUM
- $618M
- Discretionary
- $106M
- Clients
- 35
- Avg AUM / client
- $17.7M
- Accounts
- 35
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 22 | $364M | 59.0% |
| Pooled investment vehicles (non-investment companies) | 5 | $106M | 17.1% |
| Charitable organizations | 1 | $75.0M | 12.1% |
| Corporations and other businesses | 7 | $72.9M | 11.8% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $9.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Regis Ahp Holdings, Llc | Real Estate Fund | Delaware | $6.1M | 29 |
| Series B Rma Value Add Access, A Series Of Rma Real Estate Access Fund Series, Llc | Real Estate Fund | Delaware | $3.1M | 23 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Potter, Michael, Francis | Managing Director, President | Jun 2007 (19y) | 50% – 75% | |
| Mclaughlin, Danielle, Evanson | Managing Director, Chief Financial Officer, Secretary | Jan 2010 (17y) | 50% – 75% | |
| Doygun, Rachel, Akemi | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $9.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Regis Ahp Holdings, Llc | Real Estate Fund | $6.1M | $100K | 29 |
| Series B Rma Value Add Access, A Series Of Rma Real Estate Access Fund Series, Llc | Real Estate Fund | $3.1M | $250K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗