Regatta Capital Group, LLC
● SEC registered since 2007CRD 145363SEC# 801-68490El Segundo, CA
Ranks #2,473 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.55B
Fund GAV
$15.2M
Private funds
4
Employees
18
Accounts
3,847
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 $1.6 billion in regulatory assets under management and employs 18 people. Regatta Capital Group, LLC manages 4 private funds with combined gross assets of $15.2 million, including Regatta Ventures Fund I, LP. By regulatory assets, it ranks 2,473 of 6,004 private fund managers.
Regatta Capital Group, LLC private funds
4 funds · $15.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Regatta Ventures Fund I, LP | Venture Capital | $11.3M | $50K |
| Regatta Sling Ventures Fund I Qp, LP | Venture Capital | $2.3M | $100K |
| Regatta Sling Ventures Fund I, LP | Venture Capital | $1.2M | $50K |
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Join to unlock · $37/moRegatta Capital Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Britt Morgan Joyce Control | Co-Cio & Director Of Endowments & Foundations | 5-10% | 2023 |
| Nicholas Kelly Ozer Control | Partner, Financial Advisor, And Director Of Retirement Plans | 5-10% | 2015 |
| Russell Ralph Mohberg Control | Managing Member, Co-Founder, Partner, And Chief Compliance Officer | 25-50% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Regatta Capital Group, LLC manage?
Regatta Capital Group, LLC reports $1.6 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 $15.2 million.
How many employees does Regatta Capital Group, LLC have?
Regatta Capital Group, LLC reports 18 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
| Address | 880 Apollo St., Suite 129, El Segundo, CA 90245 |
| Phone | 310-725-9102 |
| Fax | 310-725-9158 |
| Office hours | 7:30a.m. - 4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1911488 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.55B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,271 advisers
AUM vs fund managersTop 41%
Larger than 59% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.55Bregulatory AUM
Discretionary $1.43BNon-discretionary $125.9M
Service providers
Auditor
Custodian
Administrator