Regatta Research & Money Management L.L.C.
● SEC registered since 2001CRD 113181SEC# 801-60383Metairie, LA
Reg. AUM
$211.5M
Employees
8
Accounts
1,371
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 $211.5 million in regulatory assets under management and employs 8 people.
Regatta Research & Money Management L.L.C. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deanna Wooley Richmond Control | Chief Compliance Officer | Under 5% | 2018 |
| Eric Arthur Greschner Control | Portfolio Manager & Managing Partner | 50-75% | 1997 |
| Rudy Jerome Blanchard Control | Portfolio Manager & Managing Partner | 25-50% | 2000 |
Frequently asked questions
How much does Regatta Research & Money Management L.L.C. manage?
Regatta Research & Money Management L.L.C. reports $211.5 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
| Address | 6620 Riverside Drive, Suite 207, Metairie, LA 70003 |
| Phone | 504-831-4636 |
| Fax | 504-831-8936 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$211.5M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$211.5Mregulatory AUM
Discretionary $211.1MNon-discretionary $388K