Investment adviser · CRD 145363
REGATTA CAPITAL GROUP, LLC
Investment adviser filing (IA)
EL SEGUNDO, CA, United States · Form ADV filed Jul 31, 2026
- Regulatory AUM
- $1.55B Form ADV · Item 5.F
- Client accounts
- 3,847 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 471 | $1,138,588,452 | 73.4% |
| Individuals | 617 | $192,029,553 | 12.4% |
| Retirement plans | 48 | $153,020,042 | 9.9% |
| Charities | 10 | $26,697,437 | 1.7% |
| Corporations & businesses | 15 | $26,094,513 | 1.7% |
| Pooled investment vehicles | 4 | $15,224,298 | 1.0% |
Filing source
Form ADV 2123358 · Jul 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
REGATTA VENTURES FUND I, LPVenture Capital Fund · Last reported Jul 31, 2026$11.3MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292
Fund details & source
- Fund ID
- 805-7084973114
- Reported beneficial owners
- 168
- Minimum commitment
- $50K
- Form D file number
- 021-428131
Form ADV 2123358 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
REGATTA SLING VENTURES FUND I QP, LPVenture Capital Fund · Last reported Jul 31, 2026$2.26MGross asset value
Form D fundraising filings
Regatta Sling Ventures Fund I QP, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-8431366471
- Reported beneficial owners
- 77
- Minimum commitment
- $100K
- Form D file number
- 021-512236
Form ADV 2123358 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
REGATTA SLING VENTURES FUND I, LPVenture Capital Fund · Last reported Jul 31, 2026$1.19MGross asset value
Form D fundraising filings
Regatta Sling Ventures Fund I, LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
WEAVER AND TIDWELL, LLP
PCAOB 410
Fund details & source
- Fund ID
- 805-4437130445
- Reported beneficial owners
- 74
- Minimum commitment
- $50K
- Form D file number
- 021-512238
Form ADV 2123358 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
REGATTA VENTURES EPIC SPV, LLCVenture Capital Fund · Last reported Jul 31, 2026$473KGross asset value
Form D fundraising filings
Regatta Ventures Epic SPV, LLC
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1167364052
- Reported beneficial owners
- 23
- Minimum commitment
- $50K
- Form D file number
- 021-449807
Form ADV 2123358 · Jul 31, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
880 APOLLO ST., SUITE 129EL SEGUNDO, CA, 90245, United States
CRD 145363
Filing source
Form ADV 2123358 · Jul 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.