Investment adviser · CRD 160859

REGIS METRO ASSOCIATES, INC.

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Sep 18, 2026

Regulatory AUM
$618M
Form ADV · Item 5.F
Client accounts
35
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals22$364,235,80559.0%
Pooled investment vehicles5$105,649,77417.1%
Charities1$75,032,25012.1%
Corporations & businesses7$72,892,44611.8%
Filing source

Form ADV 2133587 · Sep 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SERIES B - RMA VALUE ADD ACCESS, A SERIES OF RMA REAL ESTATE ACCESS FUND SERIES, LLCReal Estate Fund · Last reported Sep 18, 2026$3.37MGross asset value

Form D fundraising filings

Series B - RMA Value Add Access, a Series of RMA Real Estate Access Fund Series, LLC

Auditor RICHEY, MAY & CO., LLP SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RICHEY, MAY & CO., LLP
PCAOB 673

Fund details & source
Fund ID
805-7287739868
Reported beneficial owners
23
Minimum commitment
$250K
Form D file number
021-244676

Form ADV 2133587 · Sep 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

REGIS AHP HOLDINGS, LLCReal Estate Fund · Last reported Sep 18, 2026$0Gross asset value

Form D fundraising filings

Regis AHP Holdings, LLC

Auditor NOVOGRADAC & COMPANY LLP LONG BEACH, California, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

NOVOGRADAC & COMPANY LLP
PCAOB 474

Fund details & source
Fund ID
805-2044446521
Reported beneficial owners
29
Minimum commitment
$100K
Form D file number
021-304549

Form ADV 2133587 · Sep 18, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

REGIS PROPERTIES FUND II, L.P.Real Estate Fund · Last reported Feb 1, 2017$15.8MGross asset value

Form D fundraising filings

Regis Properties Fund II, L.P.

Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2189401838
Reported beneficial owners
30
Minimum commitment
$250K
Form D file number
021-172830

Form ADV 1069117 · Feb 1, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RM PROPERTIES ACCESS FUND, L.P.Real Estate Fund · Last reported Mar 6, 2015$3.4MGross asset value

Form D fundraising filings

RM Properties Access Fund, L.P.

Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-3840963766
Reported beneficial owners
51
Minimum commitment
$250K
Form D file number
021-172503

Form ADV 879017 · Mar 6, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

AUTUMN GLEN PE, LLCReal Estate Fund · Last reported Jun 10, 2013$1.91MGross asset value

Form D fundraising filings

Autumn Glen PE, LLC

Custodian FIRST REPUBLIC TRUST COMPANY, A DIVISION OF FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5511388635
Reported beneficial owners
8
Minimum commitment
$50K
Form D file number
021-173011

Form ADV 742086 · Jun 10, 2013 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RMA NORTHBRIDGE ASSISTED LIVING FUND, L.P.Real Estate Fund · Last reported Sep 15, 2022$997KGross asset value

Form D fundraising filings

RMA Northbridge Assisted Living Fund, L.P.

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-2243577614
Reported beneficial owners
66
Minimum commitment
$100K
Form D file number
021-203883

Form ADV 1674352 · Sep 15, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

RMA CORE PLUS RE FUND I-R, LLCReal Estate Fund · Last reported Sep 15, 2022$824KGross asset value

Form D fundraising filings

RMA Core Plus RE Fund I-R, LLC

Custodian MILLENNIUM TRUST COMPANY, LLC OAK BROOK, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4020905606
Reported beneficial owners
78
Minimum commitment
$100K
Form D file number
021-211569

Form ADV 1674352 · Sep 15, 2022 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 18, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

220 HALLECK STREET, SUITE 200B
SAN FRANCISCO, CA, 94129, United States

CRD 160859

Filing source

Form ADV 2133587 · Sep 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.