Overview
Assets Under Management: $188 million
Headquarters: METAIRIE, LA
High-Net-Worth Clients: 46
Average Client Assets: $2.4 million
Frequently Asked Questions
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113181), REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is subject to fiduciary duty under federal law.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. is headquartered in METAIRIE, LA.
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. serves 46 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. manages $188 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, REGATTA RESEARCH & MONEY MANAGEMENT L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.55%
Average Client Assets: $2.4 million
Total Client Accounts: 1,399
Discretionary Accounts: 1,385
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 113181
Filing ID: 1942532
Last Filing Date: 2025-03-18 18:11:00