The Regiment Cap Intro Universe
The Regiment Cap Intro investor universe is based solely in North America.1
Regiment Cap Intro breaks the investor universe down into two primary wealth management categories, private and institutional. The sub-categories and percentage of the overall universe of well over 1,000 investors as of the beginning of 2022 is as follows:
- Private Wealth Management (53%) –
- 28% Wealth managers (RIAs, private banks, trust deptartments, brokers)
- 17% Single-family offices
- 8% Multi-family offices
- Institutional wealth management (47%) –
- 21% Pensions, endowments, and foundations
- 16% Fund-of-funds
- 10% Institutional consultants and OCIO's
1Some investors may also have operations outside North America where personnel with responsibilities for certain strategies are located.