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Regatta Loan Management LLC

● SEC registered since 2015CRD 226518SEC# 801-96246New York, NY
Export (members)
Ranks #1,403 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.4B
Fund GAV
$3.4B
Private funds
8
Employees
Accounts
8
Location
New York, NY

Regatta Loan Management LLC assets under management

Regatta Loan Management LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2015. It reports $3.4 billion in regulatory assets under management. Regatta Loan Management LLC manages 8 private funds with combined gross assets of $3.4 billion, including Regatta XVI Funding Ltd. By regulatory assets, it ranks 1,403 of 5,911 private fund managers.

Regatta Loan Management LLC private funds

8 funds · $3.4B GAV
FundTypeGross assetsMin.
Regatta XVI Funding Ltd.Securitized Asset$591.3M$250K
Regatta XI Funding Ltd.Securitized Asset$451.6M$250K
Regatta X Funding Ltd.Securitized Asset$451.5M$250K
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Regatta Loan Management LLC owners & executives

9 reported
NameTitleOwnershipSince
John Adler Crystal ControlDirectorUnder 5%2015
Jonathan Louis Dorfman ControlChief Executive OfficerUnder 5%2015
Michael Robert Williams ControlDirector/PresidentUnder 5%2015
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Frequently asked questions

How much does Regatta Loan Management LLC manage?

Regatta Loan Management LLC reports $3.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Regatta Loan Management LLC manage?

Regatta Loan Management LLC manages 8 private funds with combined gross assets of $3.4 billion.

Where is Regatta Loan Management LLC located?

Regatta Loan Management LLC is based in New York, NY and has been SEC-registered since 2015.

Does Regatta Loan Management LLC disclose fund performance?

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

Contact & registration

Address280 Park Avenue, 3rd Floor, New York, NY 10017
Phone212-235-0700
Fax212-235-0706
Office hours9a.m.-6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$3.4B
Non-discretionary$0
Total (RAUM)$3.4B

Service providers

Custodian
Administrator