A complete list of active advisors currently associated with Regenesys Capital Management LLC
Warmer can help you find a great advisor at Regenesys Capital Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Regenesys Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New York, NY
| 2
|
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