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.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Knowt | Jul 2023 | Seed | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
