Regent Properties, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $378M
- Clients
- 16
- Avg AUM / client
- $111M
- Accounts
- 16
- Employees
- 28
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $1.8B | 100.0% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Robi Lawrence Fleiss | Managing Director & Chief Executive Officer | Aug 2005 (21y) | Less than 5% | |
| Benbassat, Matthew, Allan | Chief Operating Officer | Jan 2008 (19y) | Less than 5% | |
| Laffer, Lisa, Miriam | Chief Compliance Officer, General Counsel | Mar 2013 (13y) | ≈ 0% – 5% via Laffer Living Trust U/D/T March 22, 2013 | |
| Kraus, Samuel, Loren | Executive Vice President & Head Of Acquisitions | Jan 2020 (7y) | ≈ 7.5% – 25% via Gmk511 Ventures Inc. | |
| Colin Rosenbaum | Registered representative | May 2022 (4y) | ||
| John Warren Perry | Registered representative | May 2022 (4y) | ||
| Reilly Nicole Forrest | Registered representative | May 2022 (4y) | ||
| Parker Levy | Registered representative | May 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sister Bay Partnership | Member | Jan 2020 | A | 50% – 75% |
| Bfklrp, Llc | Member | Aug 2022 | A | 25% – 50% |
| Margate Street Family Partnership | Member | Jan 2020 | A | 10% – 25% |
| Gmk511 Ventures Inc. | Member | Jan 2020 | A | 10% – 25% |
| Laffer Living Trust U/D/T March 22, 2013 | Member | Mar 2023 | A | Less than 5% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Laffer, Lisa, Miriam: 75% – 100% of Laffer Living Trust U/D/T March 22, 2013 × 0% – 5% direct ≈ 0% – 5% of the firm
- Kraus, Samuel, Loren: 75% – 100% of Gmk511 Ventures Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.27 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
- • Performance-based fees
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports having 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: Aug 01, 2026.
View current Form ADV (SEC/IAPD) ↗