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Regatta Research & Money Management

Also known as regatta research and money

Wealth ManagerMetairie, United StatesFounded 1998
$180M
Assets Under Management
Metairie
Headquarters
Get Contact Details Website
Investment Focus

About Regatta Research & Money Management

New Orleans Fee Only Wealth Manager, committed to helping you achieve your financial goals

Preferred Geographies

North America
Signal Feed

Recent Filings

Public filings matched to Regatta Research & Money Management across SEC, IRS, DOL and international registers — newest first.

13F
Regatta Research & Money Management
Aug 12, 2026 · 2026 Q2
$105.7M
FORM ADV
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
May 20, 2026
$211.5M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Regatta Research & Money Management?

Regatta Research & Money Management is a wealth manager based in Metairie, United States, managing approximately $180M in assets.

Where is Regatta Research & Money Management headquartered?

Regatta Research & Money Management is headquartered in Metairie, United States.

How much does Regatta Research & Money Management manage?

Regatta Research & Money Management manages approximately $180M in assets under management.

When was Regatta Research & Money Management founded?

Regatta Research & Money Management was founded in 1998.

How can I contact Regatta Research & Money Management?

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