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Regatta Capital Group

Regatta Capital Group

El Segundo, Californiaregattainvest.com

Overview

Regatta Capital Group is an independent Registered Investment Advisory firm that provides fiduciary wealth management advice to families, business owners, group 401(k) plans and endowments. The firm's team specializes in retirement planning, 401(k) plans, endowments and foundations, stock analysis, personal coaching, socially responsible investing, and tax planning.

Year Founded

2007

AUM

$1.4B

Portfolio Companies

3

Investments

CompanyDateStageLead
KnowtJul 2023SeedCo-investor
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SeedSeries ASeries BGrowth

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Investment Activity

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Firmographic Details

HeadquartersEl Segundo, California
Year Founded2007
AUM$1.4B

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