Regenesys Capital Management LLC
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About
ReGeneSys Capital Management LLC positions itself to serve high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, retirement accounts, pension plans and profit-sharing plans. The firm offers discretionary investment management and supervisory services, financial planning and consulting, retirement plan advisory (pension consulting), third‑party manager selection, and access to alternative investments via special purpose vehicles.
The firm’s investment process combines a strategic asset allocation framework with tactical tilts informed by macro factor–based regime analysis, and it frequently implements client mandates through a manager‑of‑managers approach and curated third‑party managers. Rebalancing and ongoing monitoring are emphasized, and the firm conducts documented due diligence on managers and may allocate to SPVs or TPAMs for uncorrelated alternative exposures; performance arrangements are used for certain SPV investments.
Several operational features distinguish ReGeneSys from many peers: the firm’s principal maintains an active registered‑representative relationship with a FINRA member broker‑dealer and engages in private placement activity, and the organization is affiliated with an institutional trust vehicle and other financial‑product activities. The firm also offers services and billing arrangements—including fixed‑fee pension consulting and individual portfolio management—that are less common for firms with no active advisors, and it notes use of SPVs for alternatives while not being registered as a private‑fund adviser.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 1.00% annually for Advisory for Assets under Supervision $0+: 2.00% annually for Discretionary Accounts, with 20% performance fee on Special Purpose Vehicles (SPVs) $0+: 1.25% annually for Non-Discretionary Accounts $0+: 2.00% annually for Actively Managed Portfolios, including SPVs, with 20% performance fee $0+: 1.50% annually for Passively Managed Portfolios/Model Allocation
Consulting fees charged at hourly rates not to exceed $300 per hour
Performance-based fees of 20% are charged on returns above preferred returns (e.g., 8%) for qualified clients only, applied to Discretionary accounts, actively managed portfolios including SPVs and certain SPV investments. Non-qualified clients do not pay performance fees.
Account minimum: $5,000,000 Minimum fee: Retirement plan advisory fixed fees range from $500 to $50,000
Main office
1120 Avenue of the Americas, Suite 17 C
New York NY 10036
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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