REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.
CRD #113181 SEC #801-60383 METAIRIE, LA 504-831-4636
SEC Registered
Total AUM
$188.5M
Discretionary
$188.3M
Employees
8
Clients
51
Accounts
1,399
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $188.5M | $188.3M | $173.4K | 8 | 0 |
| Mar 2024 | $172.5M | $172.4M | $174.5K | 8 | 0 |
| Nov 2023 | $153.3M | $153.1M | $156.8K | 6 | 0 |
| Mar 2023 | $153.3M | $153.1M | $156.8K | 6 | 0 |
| Mar 2022 | $168.1M | $166.3M | $1.8M | 6 | 0 |
| Mar 2021 | $142.3M | $140.6M | $1.7M | 4 | 0 |
| Jan 2021 | $137M | $135.9M | $1.1M | 4 | 0 |
| Jul 2020 | $137M | $135.9M | $1.1M | 4 | 0 |
| Jul 2020 | $137M | $135.9M | $1.1M | 4 | 0 |
| Jun 2020 | $137M | $135.9M | $1.1M | 4 | 0 |
| Apr 2020 | $137M | $135.9M | $1.1M | 4 | 0 |
| Aug 2019 | $118.7M | $117.3M | $1.5M | 4 | 0 |
| Mar 2019 | $118.7M | $117.3M | $1.5M | 4 | 0 |
| Mar 2018 | $135.3M | $128.9M | $6.4M | 4 | 0 |
| Aug 2017 | $111.7M | $106M | $5.7M | 4 | 700 |
| Mar 2017 | $111.7M | $106M | $5.7M | 4 | 700 |
| Mar 2016 | $129.3M | $124.7M | $4.6M | 4 | 700 |
| Nov 2015 | $125.9M | $122.6M | $3.3M | 6 | 600 |
| Mar 2015 | $125.9M | $122.6M | $3.3M | 6 | 600 |
| Sep 2014 | $119.8M | $116.1M | $3.7M | 6 | 600 |
| Apr 2014 | $119.8M | $116.1M | $3.7M | 6 | 600 |
| Mar 2014 | $119.8M | $116.1M | $3.7M | 6 | 600 |
| Mar 2013 | $107.5M | $104.4M | $3.1M | 8 | 600 |
| Nov 2012 | $112.4M | $109.9M | $2.6M | 8 | 1,000 |
| Mar 2012 | $112.4M | $109.9M | $2.6M | 6 | 1,000 |
| Mar 2011 | $130.7M | $125.4M | $5.3M | 10 | -- |
| Mar 2009 | $122.7M | $120.4M | $2.3M | 10 | -- |
| May 2007 | $161.3M | $157.9M | $3.4M | 10 | -- |
| Apr 2007 | $161.3M | $157.9M | $3.4M | 10 | -- |
| Feb 2007 | $161.3M | $157.9M | $3.4M | 10 | -- |
| Mar 2006 | $129.5M | $126.6M | $2.9M | 10 | -- |
| Jan 2006 | $129.5M | $126.6M | $2.9M | 10 | -- |
| Jan 2006 | $129.5M | $128.5M | $966.3K | 10 | -- |
| Dec 2005 | $123.4M | $122.5M | $925.7K | 10 | -- |
| Nov 2005 | $123.4M | $925.7K | $122.5M | 10 | -- |
| Oct 2005 | $123.4M | $925.7K | $122.5M | 10 | -- |
| Sep 2005 | $90.1M | $88.8M | $1.3M | 10 | -- |
| Sep 2005 | $90.1M | $88.8M | $1.3M | 10 | -- |
| May 2005 | $90.1M | $88.8M | $1.3M | 10 | -- |
| Feb 2005 | $90.1M | $88.8M | $1.3M | 10 | -- |
| Jun 2004 | $65.2M | $64M | $1.2M | 10 | -- |
| Mar 2004 | $65.2M | $64M | $1.2M | 10 | -- |
| Apr 2002 | $37.9M | $36.8M | $1.1M | 5 | -- |
| Jun 2001 | $34.9M | $34.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$188.5M
Discretionary$188.3M
Non-Disc.$173.4K
Employees8
Clients0
DateMar 2024
Total AUM$172.5M
Discretionary$172.4M
Non-Disc.$174.5K
Employees8
Clients0
DateNov 2023
Total AUM$153.3M
Discretionary$153.1M
Non-Disc.$156.8K
Employees6
Clients0
DateMar 2023
Total AUM$153.3M
Discretionary$153.1M
Non-Disc.$156.8K
Employees6
Clients0
DateMar 2022
Total AUM$168.1M
Discretionary$166.3M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2021
Total AUM$142.3M
Discretionary$140.6M
Non-Disc.$1.7M
Employees4
Clients0
DateJan 2021
Total AUM$137M
Discretionary$135.9M
Non-Disc.$1.1M
Employees4
Clients0
DateJul 2020
Total AUM$137M
Discretionary$135.9M
Non-Disc.$1.1M
Employees4
Clients0
DateJul 2020
Total AUM$137M
Discretionary$135.9M
Non-Disc.$1.1M
Employees4
Clients0
DateJun 2020
Total AUM$137M
Discretionary$135.9M
Non-Disc.$1.1M
Employees4
Clients0
DateApr 2020
Total AUM$137M
Discretionary$135.9M
Non-Disc.$1.1M
Employees4
Clients0
DateAug 2019
Total AUM$118.7M
Discretionary$117.3M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2019
Total AUM$118.7M
Discretionary$117.3M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2018
Total AUM$135.3M
Discretionary$128.9M
Non-Disc.$6.4M
Employees4
Clients0
DateAug 2017
Total AUM$111.7M
Discretionary$106M
Non-Disc.$5.7M
Employees4
Clients700
DateMar 2017
Total AUM$111.7M
Discretionary$106M
Non-Disc.$5.7M
Employees4
Clients700
DateMar 2016
Total AUM$129.3M
Discretionary$124.7M
Non-Disc.$4.6M
Employees4
Clients700
DateNov 2015
Total AUM$125.9M
Discretionary$122.6M
Non-Disc.$3.3M
Employees6
Clients600
DateMar 2015
Total AUM$125.9M
Discretionary$122.6M
Non-Disc.$3.3M
Employees6
Clients600
DateSep 2014
Total AUM$119.8M
Discretionary$116.1M
Non-Disc.$3.7M
Employees6
Clients600
DateApr 2014
Total AUM$119.8M
Discretionary$116.1M
Non-Disc.$3.7M
Employees6
Clients600
DateMar 2014
Total AUM$119.8M
Discretionary$116.1M
Non-Disc.$3.7M
Employees6
Clients600
DateMar 2013
Total AUM$107.5M
Discretionary$104.4M
Non-Disc.$3.1M
Employees8
Clients600
DateNov 2012
Total AUM$112.4M
Discretionary$109.9M
Non-Disc.$2.6M
Employees8
Clients1,000
DateMar 2012
Total AUM$112.4M
Discretionary$109.9M
Non-Disc.$2.6M
Employees6
Clients1,000
DateMar 2011
Total AUM$130.7M
Discretionary$125.4M
Non-Disc.$5.3M
Employees10
Clients--
DateMar 2009
Total AUM$122.7M
Discretionary$120.4M
Non-Disc.$2.3M
Employees10
Clients--
DateMay 2007
Total AUM$161.3M
Discretionary$157.9M
Non-Disc.$3.4M
Employees10
Clients--
DateApr 2007
Total AUM$161.3M
Discretionary$157.9M
Non-Disc.$3.4M
Employees10
Clients--
DateFeb 2007
Total AUM$161.3M
Discretionary$157.9M
Non-Disc.$3.4M
Employees10
Clients--
DateMar 2006
Total AUM$129.5M
Discretionary$126.6M
Non-Disc.$2.9M
Employees10
Clients--
DateJan 2006
Total AUM$129.5M
Discretionary$126.6M
Non-Disc.$2.9M
Employees10
Clients--
DateJan 2006
Total AUM$129.5M
Discretionary$128.5M
Non-Disc.$966.3K
Employees10
Clients--
DateDec 2005
Total AUM$123.4M
Discretionary$122.5M
Non-Disc.$925.7K
Employees10
Clients--
DateNov 2005
Total AUM$123.4M
Discretionary$925.7K
Non-Disc.$122.5M
Employees10
Clients--
DateOct 2005
Total AUM$123.4M
Discretionary$925.7K
Non-Disc.$122.5M
Employees10
Clients--
DateSep 2005
Total AUM$90.1M
Discretionary$88.8M
Non-Disc.$1.3M
Employees10
Clients--
DateSep 2005
Total AUM$90.1M
Discretionary$88.8M
Non-Disc.$1.3M
Employees10
Clients--
DateMay 2005
Total AUM$90.1M
Discretionary$88.8M
Non-Disc.$1.3M
Employees10
Clients--
DateFeb 2005
Total AUM$90.1M
Discretionary$88.8M
Non-Disc.$1.3M
Employees10
Clients--
DateJun 2004
Total AUM$65.2M
Discretionary$64M
Non-Disc.$1.2M
Employees10
Clients--
DateMar 2004
Total AUM$65.2M
Discretionary$64M
Non-Disc.$1.2M
Employees10
Clients--
DateApr 2002
Total AUM$37.9M
Discretionary$36.8M
Non-Disc.$1.1M
Employees5
Clients--
DateJun 2001
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees5
Clients--