ReGeneSys Capital Management offers personalized investment management and supervisory services tailored to high-net-worth individuals, families, trusts, estates, and retirement accounts. ReGeneSys Capital Management utilizes a three-pronged investment strategy that combines strategic asset allocation, tactical tilts, and access to alternative investments like private equity, venture capital, and special purpose vehicles. The firm works closely with clients to understand their risk tolerances and financial goals, providing ongoing portfolio monitoring and periodic rebalancing. In addition to public market portfolios, ReGeneSys Capital Management provides access to third-party managers and specialized alternative investment structures. The firm is led by principal owner Prakash Chandak and operates out of New York, NY.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rates range from 1.00% to 2.00% depending on the program type (advisory for assets under supervision is 1.00%, non-discretionary is 1.25%, passive/model portfolios are 1.50%, and discretionary/active portfolios are 2.00%). Discretionary and active portfolios also include a 20% performance fee on special purpose vehicles for qualified clients.