$617.8M Total AUM
$105.6M Disc. AUM
-3.7% 3Y CAGR
5 Employees
35 ADV. Clients
19 yrs Firm Age
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- Custodian
- Prudential
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2007
- Office Locations
- 1
Office Locations
220 Halleck Street Suite 200b SAN Francisco CA
About Regis Metro Associates, Inc.
Regis Metro Associates (RMA) is an SEC-registered, San Francisco-based private real estate investment management firm providing investors access to U.S. middle-market transactions across multiple property types in top-tier markets. The firm aims to create value through disciplined investing and portfolio diversification, supported by a seasoned team of real estate professionals.
Team overview
-- AVG AGE
$308.9M AVG AUM / ADVISOR
$17.7M AVG AUM / CLIENT
9.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
0 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
M
MICHAEL FRANCIS POTTER
MANAGING DIRECTOR, President, Principal
- CRD
- --
- Ownership
- 75% or more
Available
Available
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R
RACHEL AKEMI DOYGUN
Chief Compliance Officer, DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,649,774 | $21,129,955 |
| Non-Discretionary | $512,160,501 | $17,072,017 |
| Total | $617,810,275 | $17,651,722 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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