REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Overview

Regatta Research & Money Management L.L.C. is an independent registered investment adviser organized as an LLC and operating since 2001. The firm positions itself as a discretionary portfolio manager and capital allocator for both individual/family clients and institutional clients. Its fee model is based on a percentage of assets under management, and the adviser also engages in brokerage of other financial products. Service offerings span comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and selection of outside advisers. Regatta also produces periodicals and conducts educational seminars and workshops. On the operational side, the firm serves as a sponsor, general partner, and managing member of pooled investment vehicles, which indicates it can both recommend third‑party managers and place capital into proprietary or co‑sponsored funds. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives