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| Regatta Capital Group LLC
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| CRD # | 145363 |
| SEC # | 801-68490 |
| CIK # | 0001911488 |
| AUM | 1,551.7 M (2026-03-10) |
| Employees | 18 (78% Investors, 0% Brokers) |
| Phone | 310-725-9102 |
| Address | 880 Apollo St El Segundo, CA 90245 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 31.5 | ||
| Alphabet Inc | 21.6 | ||
| Amazon Com Inc | 14.6 | ||
| Facebook Inc | 12.4 | ||
| Nvidia Corp | 10.9 | ||
| Microsoft Corp | 9.5 | ||
| J P Morgan Chase & Co | 7.1 | ||
| Broadcom Inc | 6.2 | ||
| Costco Wholesale Corp /NEW | 6.0 | ||
| Tesla Motors Inc | 4.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Regatta Sling Ventures Fund I LP | [2024-07-01] | 4.1 M | 1.2 M |
| Offered $15,000,000 · Filed 2025-12-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining $10,855,000 · Duration One year or less · Revenue Not Applicable | ||||
| VC | Regatta Sling Ventures Fund I QP LP | [2024-07-01] | 7.8 M | 2.3 M |
| Offered $15,000,000 · Filed 2025-12-03 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $7,224,500 · Duration One year or less · Revenue Not Applicable | ||||
| VC | Regatta Ventures Epic SPV LLC | [2023-03-29] | 1.2 M | 0.5 M |
| Offered $1,250,000 · Filed 2022-06-22 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $25,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| VC | Regatta Ventures Fund I LP | [2022-03-28] | 11.3 M | |
| Filed 2022-01-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 617 | 192.0 |
| (b) Individuals (high net worth individuals) | 471 | 1,138.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 15.2 |
| (g) Pension and profit sharing plans | 48 | 153.0 |
| (h) Charitable organizations | 10 | 26.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 26.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,847 | 1,551.7 |
| By Discretionary | ||
| Discretionary | 3,696 | 1,425.8 |
| Non-Discretionary | 151 | 125.9 |
| Total | 3,847 | 1,551.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 1,549.5 | |
| Total | 3,847 | 1,551.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| See Clarification See Clarification | Executive Officer | 144 | 14 | |
| Russell Mohberg | Executive Officer | 5 | 2 | |
| Regatta Capital Group LLC | Executive Officer | 2 | 1 | |
| Spencer Kelly | Executive Officer | 2 | 1 | |
| Brandon Alster | Promoter | 2 | 1 | |
| Britt Joyce | Executive Officer | 2 | 1 | |
| Tomo Tokuyama | Executive Officer | 2 | 1 | |
| Regatta Ventures Fund I GP LLC | Promoter | 2 | 1 | |
| Nicholas Ozer | Executive Officer | 2 | 1 | |
| Regatta Ventures Management LLC | Promoter | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911488] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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