EF
EF

Eric Fleiss

3 Years of Experience
Los Angeles, CA

Eric Fleiss is a registered investment advisor at Regent Properties, based in Los Angeles, CA, with 3 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 16 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
16 clients
Average Client Portfolio
$110.9M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Regent Properties' management fees are individually negotiated with each client. The fees are generally a percentage of unfunded capital commitments, plus a percentage of funded capital commitments. Investors in commingled funds and co-investment vehicles may pay management fees in both funds, but co-investment vehicles typically have lower fees. Management fees are paid periodically, generally quarterly, either in advance or in arrears, and are typically not refundable.

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Location

12100 Wilshire Blvd., Suite 1750, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric is involved in three outside business activities: a family partnership, a reinsurance company, and a foundation. These activities involve minimal time commitment and are either investment-related or non-investment related.

Employment History
Current Registrations
Regent Properties
May 2022 - Present · 4 yrs
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.