LP Profile

Regatta Capital Group

Also known as regatta

Wealth ManagerEl Segundo, United StatesFounded 2007
$1.0B
Assets Under Management
El Segundo
Headquarters
Investment Focus

About Regatta Capital Group

Discover expert financial guidance from an independent wealth management firm based in El Segundo, CA dedicated to helping driven, successful clients plan for their future. Our passionate team specializes in financial planning, investment management, 401k consulting, endowments & foundations, and impact investing.

Preferred Investment Types

Venture (General)

Preferred Sectors & Themes

Financial ServicesLending and Investments

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Regatta Capital Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.6B
Total Clients
3,847
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Regatta Capital Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Regatta Capital Group?

Regatta Capital Group is a wealth manager based in El Segundo, United States, managing approximately $1.0B in assets.

Where is Regatta Capital Group headquartered?

Regatta Capital Group is headquartered in El Segundo, United States.

How much does Regatta Capital Group manage?

Regatta Capital Group manages approximately $1.0B in assets under management.

When was Regatta Capital Group founded?

Regatta Capital Group was founded in 2007.

What does Regatta Capital Group invest in?

Regatta Capital Group focuses on Venture (General), Financial Services, Lending and Investments.

How can I contact Regatta Capital Group?

Verified contact details, key decision-makers, and investment preferences for Regatta Capital Group are available on LPbacked. Create a free account to access them.