Regency Capital Management

Regency Capital Management – Rational Investing, Fiduciary Excellence

Based in Honolulu and Bainbridge Island, Regency Capital Management provides independent fiduciary wealth management and investment advisory services. We focus on evidence-based portfolios, explicit risk controls, and coordinated planning with your CPA and attorney to support long-term, after-tax growth.

Latest Insights

Regency Capital Management Fund L.P Letter

Neil Rose, CFAFeb 17, 2026

A detailed 2025 year‑end letter from Regency Capital Management Fund L.P., providing investment performance results, commentary on market conditions, long‑term strategy, risk management philosophy, and a breakdown of current holdings.

Investment Management

We offer customized portfolio management, including a sensible and simple approach to asset allocation and investment selection: we want to invest in whatever makes good sense. This means quality, liquidity, and value. Most of all, it means a focus on managing risk in its various forms.

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Rational Wealth Management

We combine our Investment Management services with helping clients identify their goals and giving them the strategies and tools to raise their odds for success. We engage with clients’ tax and legal professionals and leverage their expertise for clients’ financial and retirement planning. Clients also seek our help in business strategy, tax efficiency, generational wealth transfers, and acquisitions.

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Family Office

For certain larger estates, we offer family office services along with wealth management. Services include multi-generational planning, reporting, organization, document management, family governance, financial administration, and other services.

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Our Team

Our team of professionals is here to support and enrich lives through steadfast fiduciary values, outstanding talent, and a powerfully rational approach to money and life.

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Neil Rose, CFA

CHIEF EXECUTIVE OFFICER

Arthur J. Mallet

President & Chief Operating Officer

Kayla Cosby

DIRECTOR OF ADMINISTRATION

Kawika Shoji

Investment Advisor & Portfolio Manager

Darienne Schoonmaker

BUSINESS SUPPORT STRATEGIST

More News & Insights

Regency Capital Management Fund L.P Letter

Neil Rose, CFAFeb 17, 2026

Kawika ShojiFeb 13, 2026

Key insights from Desert Tech Connect on accelerating AI innovation and evolving venture capital trends shaping the future of tech.

Neil Rose, CFAJan 12, 2026

Markets remain strong but increasingly concentrated in a few tech giants. This letter discusses diversification strategies, AI-driven trends, risks of index investing, and macroeconomic factors shaping 2026.

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