PPrivate Fund Data Log in Join · $37/mo

Regatta Capital Group, LLC

● SEC registered since 2007CRD 145363SEC# 801-68490El Segundo, CA
Export (members)
Ranks #2,300 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.37B
Fund GAV
$14.1M
Private funds
4
Employees
16
Accounts
3,571
Location
El Segundo, CA

Regatta Capital Group, LLC assets under management

Regatta Capital Group, LLC is a registered investment adviser overseen by the SEC based in El Segundo, CA. The firm has been registered since 2007. It reports $1.4 billion in regulatory assets under management and employs 16 people. Regatta Capital Group, LLC manages 4 private funds with combined gross assets of $14.1 million, including Regatta Ventures Fund I, LP. By regulatory assets, it ranks 2,300 of 5,911 private fund managers.

Regatta Capital Group, LLC private funds

4 funds · $14.1M GAV
FundTypeGross assetsMin.
Regatta Ventures Fund I, LPVenture Capital$10.8M$50K
Regatta Sling Ventures Fund I Qp, LPVenture Capital$1.6M$100K
Regatta Ventures Epic SPV, LLCVenture Capital$1.2M$50K
See all 4 funds — unlock the full record.
Join to unlock · $37/mo

Regatta Capital Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Britt Morgan Joyce ControlCo-Cio & Director Of Endowments & Foundations5-10%2023
Nicholas Kelly Ozer ControlPartner, Financial Advisor, And Director Of Retirement Plans5-10%2015
Russell Ralph Mohberg ControlManaging Member, Co-Founder, Partner, And Chief Compliance Officer25-50%2007
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Regatta Capital Group, LLC manage?

Regatta Capital Group, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Regatta Capital Group, LLC manage?

Regatta Capital Group, LLC manages 4 private funds with combined gross assets of $14.1 million.

How many employees does Regatta Capital Group, LLC have?

Regatta Capital Group, LLC reports 16 employees.

Where is Regatta Capital Group, LLC located?

Regatta Capital Group, LLC is based in El Segundo, CA and has been SEC-registered since 2007.

Does Regatta Capital Group, LLC disclose fund performance?

Regatta Capital Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address880 Apollo St., Suite 129, El Segundo, CA 90245
Phone310-725-9102
Fax310-725-9158
Office hours7:30a.m. - 4:30p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1911488
Discloses disciplinary historyNo

Assets under management

Discretionary$1.25B
Non-discretionary$114.1M
Total (RAUM)$1.37B

Service providers