REGEN VENTURES MANAGEMENT PTY LTD
Adviser information for REGEN VENTURES MANAGEMENT PTY LTD last updated from Form ADV on September 29th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Other (specify) |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Australia |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-123579 |
|---|---|
| SEC ERA File Number | 802-123579 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318075 |
| Legal Entity Identifier | None |
Principal Office
1/4 BANKSIA DRIVEBYRON BAY, NEW SOUTH WALES
Australia
Monday - Friday, 8:30 AM - 5 PM (GMT+11)
Tel: 0433440199, Fax: None
Chief Compliance Officer
KERENSA ARGYRIOU
1/4 BANKSIA DRIVE
BYRON BAY
Australia
Tel:
0437498496
K******@*******C
(Full email address available in API data)
Industry Affiliates
| REGEN MANAGEMENT PARTNERSHIP, LP | Sponsor, GP, manager of pooled investment vehicles |
| REGEN VENTURES PTY LTD | Sponsor, GP, manager of pooled investment vehicles |
| REGEN VENTURES TRUSCO PTY LTD | Trust companySponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| REGEN VENTURES AIGEN SERIES A TRUST | Venture Capital Fund | $2.2M | $0.0M | 13 |
| REGEN VENTURES FUND 1 TRUST | Venture Capital Fund | $32.7M | $0.5M | 90 |
| REGEN VENTURES FUND 1, LP | Venture Capital Fund | $42.8M | $0.5M | 98 |
| REGEN VENTURES MEATI SERIES C TRUST | Venture Capital Fund | $5.6M | $0.1M | 20 |
| REGEN VENTURES PACHAMA SERIES B TRUST | Venture Capital Fund | $2.2M | $0.1M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| REGEN CAPITAL PARTNERS PTY LTD | Foreign Entity | – | SHAREHOLDER | 01/2020 | > 75% |
| FITZGERALD FAMILY TRUST | Foreign Entity | REGEN CAPITAL PARTNERS PTY LTD | SHAREHOLDER | 12/2019 | > 75% |
| LA PLAGE INVESTMENT PTY LTD | Foreign Entity | FITZGERALD FAMILY TRUST | TRUSTEE | 04/2011 | |
| THE MEREDITH LORRAINE MEYERCORD REVOCABLE TRUST | Foreign Entity | REGEN CAPITAL PARTNERS PTY LTD | SHAREHOLDER | 12/2020 | 25-50% |
| MEYERCORD, MEREDITH, LORRAINE | Individual | THE MEREDITH LORRAINE MEYERCORD REVOCABLE TRUST | TRUSTEE | 06/2016 |