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REGATTA CAPITAL GROUP, LLC
EL SEGUNDO, CA
310-725-9102
SEC #801-68490Total AUM
$1.6B
Employees
18Clients
1,165Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
880 APOLLO ST.
SUITE 129
EL SEGUNDO
CA 90245
United States
SUITE 129
EL SEGUNDO
CA 90245
United States
Operating Hours
7:30AM - 4:30PM
Monday - Friday
Monday - Friday
Phone
310-725-9102
Other Offices
5
Financials
Total AUM
$1.6B
Accounts
3,847Discretionary
$1.4B
Accounts
3,696Non-Discretionary
$125.9M
Accounts
151
Clients
Individual Clients
617AUM
$192M
HNW Individual Clients
471AUM
$1.1B
Pooled Vehicle Clients
4AUM
$15.2M
Pension/Profit Sharing Plan Clients
48AUM
$153M
Charitable Organization Clients
10AUM
$26.7M
Corporation or Business Clients
15AUM
$26.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
NON-FINANCIAL COACHING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLHILAMAMDNHNJNVNYOHORPATXUTWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.