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Regatta Research & Money Management L.L.C.

● SEC registered since 2001CRD 113181SEC# 801-60383Metairie, LA
Export (members)
Reg. AUM
$188.5M
Employees
8
Accounts
1,399
Location
Metairie, LA

Regatta Research & Money Management L.L.C. assets under management

Regatta Research & Money Management L.L.C. is an investment advisory firm registered with the SEC based in Metairie, LA. The firm has been registered since 2001. It reports $188.5 million in regulatory assets under management and employs 8 people.
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Regatta Research & Money Management L.L.C. owners & executives

3 reported
NameTitleOwnershipSince
Deanna Wooley Richmond ControlChief Compliance OfficerUnder 5%2018
Eric Arthur Greschner ControlPortfolio Manager50-75%1997
Rudy Jerome Blanchard ControlPortfolio Manager25-50%2000

Frequently asked questions

How much does Regatta Research & Money Management L.L.C. manage?

Regatta Research & Money Management L.L.C. reports $188.5 million in regulatory assets under management on its Form ADV.

How many employees does Regatta Research & Money Management L.L.C. have?

Regatta Research & Money Management L.L.C. reports 8 employees.

Where is Regatta Research & Money Management L.L.C. located?

Regatta Research & Money Management L.L.C. is based in Metairie, LA and has been SEC-registered since 2001.

Does Regatta Research & Money Management L.L.C. disclose fund performance?

Regatta Research & Money Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6620 Riverside Drive, Suite 207, Metairie, LA 70003
Phone504-831-4636
Fax504-831-8936
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$188.3M
Non-discretionary$173K
Total (RAUM)$188.5M