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R matthew Tullis

Investment adviser representative at Regents Partners, LLC
14 yearsExperience
1 stateRegistered in
$201.2MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Regents Settlement Solutions, LLCJan 2024 to now
  2. Regents Partners, LLCSep 2022 to now
  3. Regents Park Advisors, LLCAug 2018 to now
  4. Regents Partners, LLCNov 2020 to Feb 2021
  5. Foresight Wealth Management, LLCOct 2018 to Nov 2022
  6. Lifepro Asset Management, LLCAug 2018 to Oct 2018
  7. Regent Street Dynamic Partners, LLCFeb 2016 to Jun 2018
  8. Regent Street Focused Fund, LLCFeb 2016 to Jun 2018
  9. Regent Street Select Partners, LLCFeb 2016 to Jun 2018
  10. Regent Street Advisors LLCFeb 2015 to Sep 2018
  11. Regents StreetJan 2015 to Jan 2018
  12. Foresight Wealth ManagmentJan 2012 to Nov 2022

Exams passed

  • Series 66 · Uniform Combined State Law2002
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (UT).

Regents Partners, LLC

$201.2MAssets managed
327Clients
1Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2191556
Firm CRD
322915
Advisor's SEC record (opens in a new tab)
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