Regatta Capital Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in El Segundo, CA. Its latest Form ADV filing, dated March 10, 2026, reports $1.6B in regulatory assets under management, 18 employees, 5 offices, and 3,847 accounts.
Assets Under Management
$1.6B
Employees
18
Offices
5 offices
Total Clients
1,165
Primary office
EL SEGUNDO, CA
880 APOLLO ST., SUITE 129, EL SEGUNDO, CA, United States
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
617
2
HNWI
40.4%
471
3
Pension Plans
4.1%
48
4
Corporations
1.3%
15
5
Charitable
0.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of March 10, 2026
Discretionary91.9%
$1.4B
92% of total RAUM91.9%
Non-discretionary8.1%
$126M
8% of total RAUM8.1%
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$1.6B
Total Accounts3,847
10Y AUM Change+$1.3B (+639.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee65:1
10Y Employee Change+10 (+125.0%)
* 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.