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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Regatta Research & Money Management LLC
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| CRD # | 113181 |
| SEC # | 801-60383 |
| CIK # | |
| AUM | $188.5 M (2025-03-18) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 504-831-4636 |
| Address | 6620 Riverside Drive Metairie, LA 70003 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 404 | 59.9 |
| (b) Individuals (high net worth individuals) | 46 | 112.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 16.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,399 | 188.5 |
| By Discretionary | ||
| Discretionary | 1,385 | 188.3 |
| Non-Discretionary | 14 | 0.2 |
| Total | 1,399 | 188.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.5 | |
| Total | 1,399 | 188.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chicago Investment Advisory Council Inc
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|
IL | 0.2 |
|
Providence Financial and Insurance Services Inc
✚
|
CA | 0.2 |
|
Integrated Wealth Management Inc
✚
|
OH | 0.2 |
|
Covingtonalsina LLC
✚
|
FL | 0.2 |
|
Sensenig Capital Advisors Inc
✚
|
PA | 0.2 |
|
Cygnet Financial Planning Inc
✚
|
MI | 0.2 |
|
Quest 10 Wealth Builders Inc
✚
|
NC | 0.2 |
|
Closed-End Fund Advisors Inc
✚
|
VA | 0.2 |
|
UP Capital Management Inc
✚
|
0.2 | |
|
Financial Investment Team Inc
✚
|
OR | 0.2 |