Regatta Research & Money Management L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Metairie, LA. Its latest Form ADV filing, dated March 30, 2026, reports $211M in regulatory assets under management, 8 employees, 1 office, and 1,371 accounts.
Assets Under Management
$211M
Employees
8
Offices
1 office
Total Clients
554
Primary office
METAIRIE, LA
6620 RIVERSIDE DRIVE, SUITE 207, METAIRIE, LA, United States
Top client segmentIndividuals represent 88.4% of total clients.
Top client categories% of clientsClients
1
Individuals
88.4%
490
2
HNWI
10.8%
60
3
Corporations
0.7%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of March 30, 2026
Discretionary99.8%
$211M
100% of total RAUM99.8%
Non-discretionary0.2%
$388K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$211M
Total Accounts1,371
10Y AUM Change+$100M (+89.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee69:1
10Y Employee Change+4 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.