Regatta Capital Group, LLC
Regatta Capital Group, LLC is an SEC-registered independent investment advisory firm headquartered in El Segundo, California. Founded in 2007, the firm provides wealth management, investment management, 401(k) consulting, and financial planning services to individuals, business owners, retirement plans, endowments, and foundations. With a team of approximately 16 employees, Regatta Capital Group serves driven, successful clients with a focus on expert, relationship-based guidance and personalized strategies.
Investment Strategy
Regatta Capital Group employs a relationship-based, client-centric approach, customizing investment management for each client's unique goals. The firm follows evidence-based strategies, prioritizing risk management and strategic asset allocation across equities, fixed income, mutual funds, ETFs, and alternative investments. Additionally, Regatta offers socially responsible and impact investing options, working closely with clients to balance growth, security, and meaningful social or environmental outcomes. Their philosophy emphasizes independence, personalized advice, and long-term partnership.
Top Holdings
Equity Positions (214)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 8.67% | $54.9M | 377,064 | $113.02 | $145.65 | +$4.4M |
M MOAT | VANECK ETF TRUST | 7.22% | $45.7M | 461,189 | $77.87 | $99.11 | +$2.7M |
V VTV | VANGUARD INDEX FDS | 5.13% | $32.5M | 174,322 | $144.04 | $186.49 | +$2.3M |
A AAPL | APPLE INC | 5.07% | $32.1M | 126,099 | $176.05 | $254.63 | +$6.3M |
A AVIG | AMERICAN CENTY ETF TR | 3.52% | $22.3M | 529,857 | $41.64 | $42.08 | +$1.4M |