Regatta Capital Group Main Industry Finance Website www.regattainvest.com Contact Information Los Angeles, California Office 12011 San Vicente Blvd Ste 320, Los Angeles, California, 90049, United States (310) 471-6461 Denver, Colorado Office 1660 S Albion St Ste 1002, Denver, Colorado, 80222, United States (303) 329-3479 Funding for pre-construction, construction and residual stock. Regatta Capital Ltd., a company controlled and principally owned by Stephen D. Replin, chief financial officer of the Company has periodically paid for certain expenses on behalf of the Company. Regatta Capital Group is a hedge fund with 926 clients and discretionary assets under management (AUM) of $753,580,531 (Form ADV from 2022-06-09). Regatta Capital Group, LLC is an advisory company that has its headquarters in El Segundo, California. Our system found no other conflict questions to ask. 7135 W. Manchester Ave., Suite 2 Los Angeles, CA 90045 . The economy of Paris is based largely on services and commerce: of the 390,480 of its enterprises, 80.6 percent are engaged in commerce, transportation, and diverse services, 6.5 percent in construction, and just 3.8 percent in industry. For Construction Projects we offer the option of a Debt or JV Facility. A password reset link will be sent to you by email. Print Report, Is this your firm? Our investments in private real estate require considerably more time and attention to evaluate and monitor than stocks, bonds, and funds, but we deliver these opportunities on the same unified fee schedule so our clients know that when we make a recommendation we are not conflicted. Form 13F. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Use tab to navigate through the menu items. REGATTA Capital Management is a private equity fund with a diverse portfolio of businesses. By building foundations of trust within our team we create a culture of candor and vulnerability that empowers us to move beyond our comfort zones into a place of constant growth. The le-de-France (/ i l d f r s /, French: [il d fs] (); literally "Isle of France") is the most populous of the eighteen regions of France.Centred on the capital Paris, it is located in the north-central part of the country and often called the Rgion parisienne (pronounced [ej paizjn]; English: Paris Region). Funding for pre-construction, construction and residual stock. In total, Regatta Capital Group manages $906,869,912 in assets. Regatta Capital Group manages $906.9 million and provides investment advisory services for 926 clients (1:72 advisor/client ratio). jane@regattainvest.com) being used 100.0% of the time. Projects combining residential, commercial and retail assets also considered. After checking the disciplinary records of Regatta Capital Group, our system found no disciplinary questions to ask. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. [1] Paris, including both the City of Paris and the le-de-France region (Paris Region), is the most . This is detail infomation of REGATTA CAPITAL MANAGEMENT ASIA LIMITED, REGATTA CAPITAL MANAGEMENT ASIA LIMITED is a Hong Kong company, located on Hong Kong. 2021 Regatta Capital Management Australia Pty Ltd, Sophisticated, Professional or Wholesale Investor. What is Regatta Capital Funds Management's phone number? We are thoroughly grounded in what is proven to work but also open to new ideas, We are passionate about working closely with business owners. To care. Its company status is Dissolved. August 3 CORK Optimist Team. Any data inaccuracies, please contact our team. The team takes a disciplined, collaborative approach and Regattas continued success is predicated on delivering a level of expertise, personal service and top-notch investment advice that clients cannot find elsewhere. PRINCIPAL, MANAGING MEMBER, CO-FOUNDER, PARTNER, AND HEAD OF ADVISORY SERVICES (More than 25% but less than 50%) JOHN SMITH. Regatta Capital Group has marked in their disclosures that they trade recommended securities. 2022 CORK Olympic Classes Regatta and Sail Canada Senior Championships Open Kitefoiling 2022 CORK Fall Regatta ILCA 4,6,7 and 29er 2022 CORK Fall Regatta Optimist, Club 420, International 420 and IKA Formula Kite, Open Foiling Kiteboards .2023 Draft Schedule July 12 - July 16 J22 North American Championship . 7135 W. Manchester Ave., Suite 2 Westchester, CA 90045 Tel: 424.255.1045 Regatta Capital Group's mission is to mprove the quality of client's lives by giving you the advice you need to reach your goals. Property Developers which also provides Investors Mortgage Backed Security and Attractive Returns, Please confirm the status of your Investment Entity. Regatta has funded over 70+ deals with 17 full-cycled deals. Apply for Trusted badge | 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. Firm Information Disciplinary Questions To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice. Regatta Capital Group is a wealth management firm that deals with financial planning, investment strategies and retirement services. REGATTA CAPITAL GROUP, LLC (CRD# 145363) is an SEC-Registered Investment Advisor (RIA), headquartered in El Segundo, CA. Resort Condo on Naples Bay -Walk to Beach+5th Ave. A very comfortable 2-Bedroom (4 bed), 2-Bathroom . This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2022*. Our managers that focus on California saw this coming and adjusted their business models and site-specific strategies to stay out of trouble. Most advisors still wear two hats that of an advisor and still that of a broker ready to use either whenever they see a fit. . A password reset link will be sent to you by email. Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. Regatta Capital Group is headquartered in El Segundo, CA and currently serves in 12 states: Arizona, California, Colorado, Florida, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Oregon, Texas, Washington. The business registration date is May 24, 2018. Regatta Capital Funds Management's phone number is +61 1300992662. Projects that appeal to a broad audience of buyers - first home buyers, private investors and down-sizers. phone Enter the username or e-mail you used in your profile. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. 2022 Reink Media Group LLC. Regatta allows our clients to invest directly in apartment buildings across the country through approved best-in-class private real estate managers. Compare other investors Bill Ackman of Pershing Square. We provide operational expertise and financial resources to initiate new businesses, and acquire companies and works with management to grow and improve them. Checks take place monthly. *SEC data last verified 10/04/2022. Assets Under Management $918.6 million Number of Advisors 14 Disclosures No Office Location 880 Apollo St. El Segundo, CA 90245 Regatta Capital Group, LLC's central office is at 880 Apollo St., El Segundo, California 90245. US Sailing has a wealth of information for running successful regattas and for different audiences including videos, checklists, databanks and more. Regatta Capital is an investment management company that invests in consumer retail projects in Bulgaria and Europe. We are 100% independent hired to sit next to our clients and help you navigate your financial future. Management Regatta Capital Group Email Format Regatta Capital Group uses 1 email formats. Important Information Regatta Capital Group, LLC (Regatta) is a registered investment advisor. print All projects considered must undergo detailed due diligence. We believe in encouraging intellectual curiosity and challenging static ways of thinking. We are here to serve our clients and no one else. 0.00%. Established in 2007 as a registered investment advisory (RIA) firm, Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, small business. National Collegiate Equestrian Association. For Sale: 4 beds, 3 baths 3342 sq. Regatta Capital Group. * We believe we offer competitive interest rates, fees and charges. Get the latest business insights from Dun & Bradstreet. Small to Large scale projects with strong leasing demand and in-demand locations. To do right by our clients. Russell is a Co-founder of Regatta Capital Group, a Managing Partner, and serves as the Co-Chief Investment Officer. We seek for the following advantages: Business model innovations; . Our focus is always on the quality of the project. All requests for updated information should also be reported directly to the SEC and/or FINRA. We care deeply for our clients and compete daily for great investment results. Past performance does not predict future results. We believe we offer competitive rates that reflect the risks that we are being required to accept. El Segundo, California, United States 11-50 Private www.regattainvest.com/ 313,397 Highlights Contacts 14 Similar Companies 3 Recent News & Activity Find More Contacts for Regatta Capital Group Russell Mohberg Yousif Capital Management LLC boosted its stake in Sabre Co. (NASDAQ:SABR - Get Rating) by 3.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange . Founded in 2020, Regatta Capital started with the idea of building a Real Estate Team to aquire, rehab and hold multifamily properties. Regatta Capital Group manages $906.9 million and provides investment advisory services for 926 clients (1:72 advisor/client ratio). Even in the RIA space, there is not enough true independence. We will consider all different project types: Residential, Commercial, Industrial, Mixed-Use and Land Sub-divisions. We provide operational expertise and financial resources to initiate new businesses, and acquire companies and works with management to grow and improve them. For data support, email "support@investor.com". See full private placement documents for full disclosures of risks. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $323.7 Million, with discretion over 72% of those assets. We focus on delivering a quick response on whether we will consider a project for funding or not. Brisbane Level 36, Riparian Tower 71 Eagle Street, BRISBANE QLD 4000 Sydney Level 6, 50 York Street SYDNEY NSW 2000 Call Us Tel: 1300 992 662 Download bank accounts, tenders, credit history, taxes and fees REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD. Download full report as zip-file. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Enter the username or e-mail you used in your profile. We take great pride in the fact that so many clients rave about our expertise, accessibility, technology offerings and client education. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. Visit Site The real estate landscape changed in California with the 2019 passing of state-wide rent control. We take a solution based approach to deliver acceptable outcomes for all involved in the project. As a Registered Investment Advisor (RIA) we have a fiduciary responsibility to act in our clients best interest. Checks take place monthly. All rights reserved. Funding now available for quality projects. We access funding for projects through local and international investors. Results shown are unaudited and doesnt reflect the reinvestment of all dividends and capital gains, net of 1% Regatta fee, applied quarterly in advance. Regatta Capital Profile and History Bringing 15 years of Investment experience in Multifamily properties, Cris started Regatta Capital to partner with other investors and grow its portfolio. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. A boutique wealth management firm that specializes in financial planning and investment strategies. ft. 1211 N REGATTA Dr, Gilbert, AZ 85234 $995,000 MLS# 6375573 SPECTACULAR VIEW STRAIGHT DOWN THE LAKE FROM THIS WATERFRONT CUSTOM HOME IN MUCH SOUGHT A. New prices take effect January 1st, 2018. For instance, research has shown that mutual funds that use incentive fees take on more risk that funds that do not, and tend to double down and increase their risk following a poor performance. Regatta Management Whether you are running an event for the first time or an experienced event planner, US Sailing has the tools to help you succeed. thompson cigars After checking the regulatory records of Regatta Capital Group, our system has identified the following question(s) to ask. A series of stress tests are applied to ensure a project can withstand cost increases and time delays. The Company's current operating status is Registered Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Regatta Capital provides solutions that many other funders cannot or will not for small to medium sized developers. Old Naples. It manages $919 million in total assets between its 2,872 accounts, placing it among the larger firms in the nation by assets under management. As a financial advisory firm, Regatta Capital Group can provide a variety of financial planning services for Americans. le-de-France is densely populated and . The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. We, quite literally, cannot sell anything nor generate any commissions. We are driven by a strong desire to improve through constant learning and growth. Liquidity and Capital Resources The company is registered to provide services to customers across 12 U.S. states and territories. Regatta Capital Group, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Some firms receive these fees as payments, which creates an incentive to promote them. 2225 in El Segundo, 310-725-9102, regattainvest.com More than a decade ago, this entrepreneur and industrial designer formed the vision for the business they later founded; Spencer and Russell now bring a combined 19 years of financial advisory experience to their boutique wealth management firm. There are no investments to pitch, no behind-the-scene fees. We take a commercial approach to pre-sale requirements understanding that it is not always possible to ensure high levels of debt cover prior to . Visualize ratios & metrics REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD (ACN: 626361411) was incorporated on 24/05/2018 in Australia. Regatta Capital Group, registered in 2007, serves 12 state (s) with a licensed staff of 13 advisors. 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