Clients
Bregal Investments serves 44 clients. The average client has about $626 million with the firm.
- Pooled investment vehicles44 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 44 | $27,547,553,868 | 100.0% | $626.1M |
| Total | 44 | $27,547,553,868 | 100% | $626.1M |
- Clients
- 44
- Regulatory AUM
- $27,547,553,868
- Share
- 100.0%
- Avg. per client
- $626.1M
Total
- Clients
- 44
- Regulatory AUM
- $27,547,553,868
- Share
- 100%
- Avg. per client
- $626.1M
What it does
Bregal Investments provides portfolio management for pooled vehicles. It is paid through a percentage of assets, performance-based fees and other arrangements.
Bregal Investments advises 44 private funds.
100.0% of assets ($27.55B across 44 accounts) are managed with discretion. 82% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Bregal Investments has custody of $27.55B for 44 clients.
- All other custodians$27.55B100%
Ownership and leadership
Bregal Investments London Limited owns 75% or more of Bregal Investments, and Jens Brenninkmeyer is its CEO.
- Owns 75% or more of Bregal Investments, Inc.
Bregal Investments London Limited
Control person · since December 2015
- Owns 75% or more of Bregal Investments London Limited
Cofra Holding Ag
Control person · since August 2021
Leadership
- Jens BrenninkmeyerChief Executive Officer, Bregal Investments, Inc.
- Neil SyersChief Financial Officer, Bregal Investments, Inc.
- Conor PaurChief Compliance Officer
- Ronald FishmanTax Director
- Michelle RileyChief Legal Officer, General Counsel, Bregal Investments, Inc.
- Eugene YoonManaging Partner, Bregal Sagemount
Staff
- 101 employees
- 62 in advisory functions
Fees
Bregal Investments is paid through a percentage of assets under management, performance-based fees and other.
Bregal Investments’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Bregal Investments has 1 office, with 2 listed addresses across 2 states.
California · 1 listed address
- 445 Cambridge Avenue, Palo Alto
New York · 1 listed address
- 200 Park Avenue, 45th Floor, New YorkHQ
Registration details
- Legal name
- Bregal Investments, Inc.
- Headquarters
- 200 Park Avenue, 45th Floor, New York, NY 10166
- Phone
- 212-704-3000
- Website
- www.bregal.com
- SEC file
- 801-108649
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Bregal Investments have?
Bregal Investments has 44 clients and manages $27.5 billion for them, as of March 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Bregal Investments offer?
Bregal Investments provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Bregal Investments have?
Bregal Investments has 0 investment adviser representatives registered with state securities authorities, out of 101 employees, and 62 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Bregal Investments?
Bregal Investments is owned through a holding company by Cofra Holding Ag. Its direct owner is Bregal Investments London Limited (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Bregal Investments get paid?
Bregal Investments is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file