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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-11 |
| TX | RA | APPROVED | 2024-07-10 |
Branch Locations
100 Pine Street Suite 2125, San Francisco, CA 94111 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regis Acquisition Inc. | Menlo Park | CA | 12/2022 | 03/2024 |
| Regis Management Company, Llc | San Francisco | CA | 07/2004 | 11/2022 |
| Regis Acquisition Inc. | Menlo Park | CA | 03/2024 | 07/2024 |
| Mercer Global Advisors Inc. | San Francisco | CA | 07/2024 | 12/2025 |
| Mercer Global Advisors Inc. | San Francisco | CA | 01/2026 | Present |
1. Regis Management Company, LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Predecessor management company entity prior to sale to Mercer Advisors; Member; 07/2004; <2 hours per year; 0 hrs. during trading hours. 2. Regis-Fubo LLC; Investment-related; 873 Santa Cruz Avenue, Suite 206, Menlo Park, CA 94025; Member and Manager in role as Member of Regis Management Company, LLC; 09/2016; <2 hours per year; 0 hrs. during trading hours. 3. West Point Inn Association; Investment-related; 4040 Civic Center Drive, Suite 200, San Rafael, CA 94903; Volunteer organization dedicated to maintain and operate the West Point Inn; Investment Committee Member; 01/01/2024; 1-2 hrs. per month; Voting member of the investment committee. 4. Client Trust A; Investment-related; Mill Valley, CA; Trust; Special Trustee; 12/2018; <5 hrs. per year. 5. Client Trust B; Investment-related; Mill Valley, CA; Trust; Special Trustee; 12/2018; <5 hrs. per year. 6. Client Trust C; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 7. Client Trust D; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 8. Client Trust E; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 9. Client Trust F; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5 hrs. per year. 10. Client Trust G; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5hrs. per year. 11. Client Trust H; Investment-related; Aspen, CO; Trust; Special Trustee; 11/2019; <5hrs. per year.
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