Regatta Capital Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

145363

SEC number

801-68490

Firm type

RIA

Assets under management

$1.6B as of Mar 10, 2026

Website

www.linkedin.com/company/regatta-capital-group ↗

Phone

310-725-9102

Address

880 Apollo St., El Segundo, CA, 90245

Advisors at this firm

13 in our index · page 1 of 1

• Chloe Lee BarnettCRD 7209364 · El Segundo, CA
  IA RegisteredRegistration inactive
• Lee Henry ClayCRD 7035616 · New Vernon, NJ
  IA Registered
• Lindsey DiranianCRD 6420685 · El Segundo, CA
  IA RegisteredRegistration inactive
• Ellen Jo HimmelCRD 6669079 · El Segundo, CA
  IA Registered
• Britt Morgan JoyceCRD 6458650 · El Segundo, CA
  IA Registered
• Erika Shayne JenkinsCRD 7298385 · El Segundo, CA
  IA Registered
• Spencer Southard KellyCRD 4741392 · El Segundo, CA
  IA Registered
• Lisa Ann MarguliesCRD 4965411 · York, PA
  IA Registered
• John Stephen MccormickCRD 3154767 · El Segundo, CA
  IA RegisteredRegistration inactive
• Russell Ralph MohbergCRD 4354403 · El Segundo, CA
  IA Registered
• Grant Christian NabellCRD 7437868 · El Segundo, CA
  IA Registered
• Nicholas Kelly OzerCRD 6047605 · El Segundo, CA
  IA Registered
• Benjamin N SatterfieldCRD 5146860 · Sandy, UT
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.