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| Keyboard |
| Regatta Research & Money Management LLC
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|---|---|
| CRD # | 113181 |
| SEC # | 801-60383 |
| CIK # | |
| AUM | 211.5 M (2026-05-20) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 504-831-4636 |
| Address | 6620 Riverside Drive Metairie, LA 70003 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 490 | 203.0 |
| (b) Individuals (high net worth individuals) | 60 | 7.0 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 4 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,371 | 211.5 |
| By Discretionary | ||
| Discretionary | 1,361 | 211.1 |
| Non-Discretionary | 10 | 0.4 |
| Total | 1,371 | 211.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.5 | |
| Total | 1,371 | 211.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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|
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Brixton Capital Wealth Advisors LLC
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Madrid Wealth Management LLC
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|
Jamison Hanson Advisors LLC
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OR | 212.0 M |
|
Diamond Wealth Management LLC
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UT | 212.0 M |
|
Shaffer Capital Advisers LLC
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|
OH | 211.1 M |
|
Sound Financial LLC
✚
|
210.8 M | |
|
Fidelis Wealth Advisors LLC
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|
CO | 210.4 M |