Regan Capital, Llc
- Regulatory AUM
- $3.6B
- Discretionary
- $3.6B
- Clients
- 53
- Avg AUM / client
- $67.7M
- Accounts
- 53
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 4 | $4.1M | 0.11% |
| Investment companies | 4 | $2.4B | 66.4% |
| Pooled investment vehicles (non-investment companies) | 5 | $399M | 11.1% |
| Insurance companies | 6 | $92.8M | 2.58% |
| Other | 34 | $710M | 19.8% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $329M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Regan Credit Offshore Operating Fund, Lp master | Hedge Fund | Cayman Islands | $267M | 138 |
| Regan Enhanced Credit Offshore Operating Fund, Lp master | Hedge Fund | Cayman Islands | $53.6M | 43 |
| Regan Special Opportunities Fund Ii, Lp | Hedge Fund | Delaware | $8.1M | 9 |
| Regan Special Opportunities Fund, Lp | Hedge Fund | Delaware | $722K | 9 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Skyler R Weinand | Managing Member | CFA | May 2011 (15y) | 75% or more |
| Sahadevan, Sujit | Chief Operating Officer/Chief Compliance Officer | Aug 2017 (9y) | Less than 5% | |
| David Rabin | Registered representative | Mar 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $329M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Regan Credit Offshore Operating Fund, Lp | Hedge Fund | $267M | $1.0M | 138 |
| Regan Enhanced Credit Offshore Operating Fund, Lp | Hedge Fund | $53.6M | $1.0M | 43 |
| Regan Special Opportunities Fund Ii, Lp | Hedge Fund | $8.1M | $250K | 9 |
| Regan Special Opportunities Fund, Lp | Hedge Fund | $722K | $250K | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.79 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Northern Trust $300M (8% of AUM) Mar 2026
- U.S. Bank $171M (5% of AUM) Mar 2026
- J.P. Morgan $141M (12% of AUM) Aug 2024
- Wells Fargo $101M (13% of AUM) Mar 2023
- Computershare $92.8M (3% of AUM) Mar 2026
- BNY Mellon $7.7M (1% of AUM) Apr 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗