REGATTA CAPITAL GROUP, LLC
CRD #145363 SEC #801-68490 EL SEGUNDO, CA 310-725-9102
SEC Registered Private Funds
Total AUM
$1.4B
Discretionary
$1.3B
Employees
16
Clients
--
Accounts
3,571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.4B | $1.3B | $114.1M | 16 | 0 |
| Sep 2025 | $1.4B | $1.3B | $114.1M | 16 | 0 |
| May 2025 | $1.4B | $1.3B | $114.1M | 16 | 0 |
| Mar 2025 | $1.4B | $1.3B | $114.1M | 16 | 0 |
| Mar 2025 | $1.4B | $1.3B | $114.1M | 16 | 0 |
| Oct 2024 | $1.2B | $982.2M | $180.4M | 16 | 0 |
| Jul 2024 | $1.2B | $982.2M | $180.4M | 16 | 0 |
| Mar 2024 | $1.2B | $982.2M | $180.4M | 16 | 0 |
| Oct 2023 | $1B | $862M | $156M | 17 | 0 |
| Jul 2023 | $1B | $862M | $156M | 17 | 0 |
| Apr 2023 | $1B | $862M | $156M | 17 | 0 |
| Apr 2023 | $1B | $862M | $156M | 17 | 0 |
| Apr 2023 | $1B | $862M | $156M | 17 | 0 |
| Apr 2023 | $1B | $862M | $156M | 17 | 0 |
| Mar 2023 | $931.4M | $784.5M | $146.9M | 17 | 0 |
| Dec 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Nov 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Sep 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Sep 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Sep 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Jun 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Jun 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| May 2022 | $906.9M | $753.6M | $153.3M | 15 | 0 |
| Mar 2022 | $918.6M | $765.3M | $153.3M | 15 | 0 |
| Nov 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| Oct 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| Aug 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| Jul 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| Jun 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| May 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| Mar 2021 | $682.7M | $563.6M | $119M | 12 | 0 |
| Dec 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Nov 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Oct 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Sep 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Sep 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Aug 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Aug 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Jun 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Feb 2020 | $487.1M | $392.4M | $94.7M | 12 | 0 |
| Nov 2019 | $323.7M | $234M | $89.7M | 11 | 0 |
| Apr 2019 | $323.7M | $234M | $89.7M | 11 | 0 |
| Mar 2019 | $323.7M | $234M | $89.7M | 11 | 0 |
| Mar 2019 | $323.7M | $234M | $89.7M | 11 | 0 |
| Mar 2018 | $290M | $218.9M | $71.1M | 9 | 0 |
| Mar 2017 | $209.9M | $140.6M | $69.3M | 8 | 500 |
| Feb 2017 | $209.9M | $140.6M | $69.3M | 8 | 500 |
| Nov 2016 | $166.3M | $103.1M | $63.2M | 8 | 400 |
| Oct 2016 | $166.3M | $103.1M | $63.2M | 7 | 400 |
| Feb 2016 | $166.3M | $103.1M | $63.2M | 6 | 400 |
| May 2015 | $150.7M | $97.3M | $53.4M | 6 | 300 |
| Mar 2015 | $150.7M | $97.3M | $53.4M | 5 | 300 |
| Feb 2015 | $147.2M | $95.4M | $51.8M | 4 | 300 |
| Nov 2014 | $123.4M | $73.2M | $50.2M | 4 | 282 |
| Nov 2014 | $123.4M | $73.2M | $50.2M | 4 | 282 |
| Mar 2014 | $123.4M | $73.2M | $50.2M | 4 | 282 |
| Feb 2013 | $104.8M | $45.3M | $59.4M | 4 | 300 |
| Apr 2012 | $88.6M | $30.9M | $57.7M | 1 | 200 |
| Jan 2012 | $76.4M | $21.1M | $55.3M | 1 | 200 |
| Dec 2010 | $58.2M | $8M | $50.1M | 5 | -- |
| Apr 2010 | $58.2M | $8M | $50.1M | 5 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.1M
Employees16
Clients0
DateSep 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.1M
Employees16
Clients0
DateMay 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.1M
Employees16
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.1M
Employees16
Clients0
DateMar 2025
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$114.1M
Employees16
Clients0
DateOct 2024
Total AUM$1.2B
Discretionary$982.2M
Non-Disc.$180.4M
Employees16
Clients0
DateJul 2024
Total AUM$1.2B
Discretionary$982.2M
Non-Disc.$180.4M
Employees16
Clients0
DateMar 2024
Total AUM$1.2B
Discretionary$982.2M
Non-Disc.$180.4M
Employees16
Clients0
DateOct 2023
Total AUM$1B
Discretionary$862M
Non-Disc.$156M
Employees17
Clients0
DateJul 2023
Total AUM$1B
Discretionary$862M
Non-Disc.$156M
Employees17
Clients0
DateApr 2023
Total AUM$1B
Discretionary$862M
Non-Disc.$156M
Employees17
Clients0
DateApr 2023
Total AUM$1B
Discretionary$862M
Non-Disc.$156M
Employees17
Clients0
DateApr 2023
Total AUM$1B
Discretionary$862M
Non-Disc.$156M
Employees17
Clients0
DateApr 2023
Total AUM$1B
Discretionary$862M
Non-Disc.$156M
Employees17
Clients0
DateMar 2023
Total AUM$931.4M
Discretionary$784.5M
Non-Disc.$146.9M
Employees17
Clients0
DateDec 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateNov 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateSep 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateSep 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateSep 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateJun 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateJun 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateMay 2022
Total AUM$906.9M
Discretionary$753.6M
Non-Disc.$153.3M
Employees15
Clients0
DateMar 2022
Total AUM$918.6M
Discretionary$765.3M
Non-Disc.$153.3M
Employees15
Clients0
DateNov 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateOct 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateAug 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateJul 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateJun 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateMay 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateMar 2021
Total AUM$682.7M
Discretionary$563.6M
Non-Disc.$119M
Employees12
Clients0
DateDec 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateNov 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateOct 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateSep 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateSep 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateAug 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateAug 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateJun 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateFeb 2020
Total AUM$487.1M
Discretionary$392.4M
Non-Disc.$94.7M
Employees12
Clients0
DateNov 2019
Total AUM$323.7M
Discretionary$234M
Non-Disc.$89.7M
Employees11
Clients0
DateApr 2019
Total AUM$323.7M
Discretionary$234M
Non-Disc.$89.7M
Employees11
Clients0
DateMar 2019
Total AUM$323.7M
Discretionary$234M
Non-Disc.$89.7M
Employees11
Clients0
DateMar 2019
Total AUM$323.7M
Discretionary$234M
Non-Disc.$89.7M
Employees11
Clients0
DateMar 2018
Total AUM$290M
Discretionary$218.9M
Non-Disc.$71.1M
Employees9
Clients0
DateMar 2017
Total AUM$209.9M
Discretionary$140.6M
Non-Disc.$69.3M
Employees8
Clients500
DateFeb 2017
Total AUM$209.9M
Discretionary$140.6M
Non-Disc.$69.3M
Employees8
Clients500
DateNov 2016
Total AUM$166.3M
Discretionary$103.1M
Non-Disc.$63.2M
Employees8
Clients400
DateOct 2016
Total AUM$166.3M
Discretionary$103.1M
Non-Disc.$63.2M
Employees7
Clients400
DateFeb 2016
Total AUM$166.3M
Discretionary$103.1M
Non-Disc.$63.2M
Employees6
Clients400
DateMay 2015
Total AUM$150.7M
Discretionary$97.3M
Non-Disc.$53.4M
Employees6
Clients300
DateMar 2015
Total AUM$150.7M
Discretionary$97.3M
Non-Disc.$53.4M
Employees5
Clients300
DateFeb 2015
Total AUM$147.2M
Discretionary$95.4M
Non-Disc.$51.8M
Employees4
Clients300
DateNov 2014
Total AUM$123.4M
Discretionary$73.2M
Non-Disc.$50.2M
Employees4
Clients282
DateNov 2014
Total AUM$123.4M
Discretionary$73.2M
Non-Disc.$50.2M
Employees4
Clients282
DateMar 2014
Total AUM$123.4M
Discretionary$73.2M
Non-Disc.$50.2M
Employees4
Clients282
DateFeb 2013
Total AUM$104.8M
Discretionary$45.3M
Non-Disc.$59.4M
Employees4
Clients300
DateApr 2012
Total AUM$88.6M
Discretionary$30.9M
Non-Disc.$57.7M
Employees1
Clients200
DateJan 2012
Total AUM$76.4M
Discretionary$21.1M
Non-Disc.$55.3M
Employees1
Clients200
DateDec 2010
Total AUM$58.2M
Discretionary$8M
Non-Disc.$50.1M
Employees5
Clients--
DateApr 2010
Total AUM$58.2M
Discretionary$8M
Non-Disc.$50.1M
Employees5
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--