The Regatta Capital group was established in 2006 and is privately held. Apply for Trusted badge | REGATTA CAPITAL GROUP, LLC (CRD# 145363) is an SEC-Registered Investment Advisor (RIA), headquartered in El Segundo, CA. For example, front running is when a financial professional buys or sell securities ahead of their client. Checks take place monthly. 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 The performance shown doesnt include reinvesting of Private real estate is illiquid and poses a substantial amount of risk due to the use of leverage. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA). We price each project to reflect the risks involved and ensuring we can deliver an appropriate return to our investors. PRINCIPAL, MANAGING MEMBER, CO-FOUNDER, PARTNER, AND HEAD OF ADVISORY SERVICES (More than 25% but less than 50%) JOHN SMITH. They set out to build a company that put the client above all else. Regatta Capital Group, LLC is a financial advisory firm that has its headquarters in El Segundo, California. We seek for the following advantages: Business model innovations; . Our system found no other conflict questions to ask. We invest alongside investors in every project. The principal address is Australia. Regatta Capital Group receives soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best trade execution for their clients. 2021 Regatta Capital Management Australia Pty Ltd, Sophisticated, Professional or Wholesale Investor. 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. Visualize ratios & metrics Ray Dalio of Bridgewater Associates . For data support, email "support@investor.com". Any data inaccuracies, please contact our team. Financial plans and investment portfolios are always unique to the client's personal financial situation. We are thoroughly grounded in what is proven to work but also open to new ideas + Learn More. Management. Russell is a Co-founder of Regatta Capital Group, a Managing Partner, and serves as the Co-Chief Investment Officer. 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. Projects are selected based on a standard set of parameters to ensure they can be readily compared. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. We believe in encouraging intellectual curiosity and challenging static ways of thinking. Typically projects with appeal to small to medium businesses in locations serving substantial residential populations. Their last reported 13F filing for Q2 2022 included $209,869,000 in managed 13F securities and a top 10 holdings concentration of 42.01%. All investments include a risk of loss that clients should be prepared to bear. 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. Regatta Marina Bradenton will sometimes glitch and . As identified in SEC Form ADV Part 1, Item 11 Disclosure Information, the Trust Algorithm identified the following disciplinary disclosures for Regatta Capital Group: Unfortunately, there is no single, uniform pricing standard for working with a financial advisor. 0.00%. Regatta Capital is an investment management company that invests in consumer retail projects in Bulgaria and Europe. For Construction Projects we offer the option of a Debt or JV Facility. A password reset link will be sent to you by email. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. It has offices in three locations and a total of 15 employees. * We believe we offer competitive interest rates, fees and charges. Visit Site computer Projects that appeal to a broad audience of buyers - first home buyers, private investors and down-sizers. newsletter | 310-725-9102 | client login. While Regatta Capital Group advises clients across a variety of portfolio sizes, the average client balance is currently $979,341. Welcome to Regatta Capital Funding now available for quality projects. Item 11 Disclosure Information contains a list of valuable disclosures that are relevant for Americans. At June 30, 2006, the Company was indebted in the amount of $11,626 to Regatta Capital Ltd. We understand the value of a fast YES or a fast NO. Management Regatta Capital Group Email Format Regatta Capital Group uses 1 email formats. No two clients are exactly alike, so we custom-tailor the overall plan and optimize the portfolio design for you. Browse more information on 996co.com. For Construction Projects we offer the option of a Debt or JV Facility. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. Thats what matters most. Enter the username or e-mail you used in your profile. Regatta Capital is a limited company incorporated in Bulgaria with company number 204460998. 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. Steve Cohen of Point72. We are 100% independent hired to sit next to our clients and help you navigate your financial future. Learn more. Contact Us. This is one of our key advantages as we do not rely on raising capital from banks or retail investors. To care. 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 . A password reset link will be sent to you by email. 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). Fortunately, we own LP interests in properties across the country, in states such as AZ, NV, OR, WA, TX, OK, MI, PA, VA, MO, KS, and SC. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. Checks take place monthly. For countries outside the US, please contact us for pricing. The SEC approved the firm to operate as an RIA in Nov 2007. Ultimately, to understand the underlying costs of advisory services, we always recommend asking for an itemized fees breakdown and reading the firm's ADV Part 2 Brochure (Item 5, "Fees and Compensation"). Resort Condo on Naples Bay -Walk to Beach+5th Ave. A very comfortable 2-Bedroom (4 bed), 2-Bathroom . Important Information Regatta Capital Group, LLC (Regatta) is a registered investment advisor. 2022 Reink Media Group LLC. *SEC data last verified 10/04/2022. We have a flexible approach to how we charge including profit share only arrangements. Regatta Capital Group, registered in 2007, serves 12 state(s) with a licensed staff of 13 advisors. Enter the username or e-mail you used in your profile. We believe we offer competitive rates that reflect the risks that we are being required to accept. 15 Jobs in Operations and Supply Chain Management Get Hired by LinkedIn News . Small to Large scale projects with strong leasing demand and in-demand locations. We have a positive view on the direction of the market and as a result are currently expanding our activities throughout Australia. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Advisory services are only offered to clients or prospective clients where Regatta and its representatives are properly licensed or exempt from licensure. REGATTA Capital Management is a private equity fund with a diverse portfolio of businesses. We care deeply for our clients and compete daily for great investment results. 7135 W. Manchester Ave., Suite 2 Los Angeles, CA 90045 . August 3 CORK Optimist Team. MANAGING DIRECTOR (More than 10% but less than 25%) Show More. easy villagers datapack x shelby county indiana car accident x shelby county indiana car accident Heat map. It manages $919 million in assets under management across its 2,872 customer accounts, making it one of the bigger investment advisory firms in the United States by . All rights reserved. Get Verified Emails for 19 Regatta Capital Group Employees Enter employee name to find & verify emails, phones, social links, etc. The firms relationship with Fidelity Institutional Wealth Services, combines the best of what small and big firms have to offer; Regatta provides the service and expert advice while Fidelity provides the platform and SIPC account protection. 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 . For Sale: 4 beds, 3 baths 3342 sq. print Views: 54 (trailing six months). For current Regatta information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Regattas CRD #145363. Successful investing is a lot like practicing good medicine. Regatta allows our clients to invest directly in apartment buildings across the country through approved best-in-class private real estate managers. After checking the regulatory records of Regatta Capital Group, our system has identified the following question(s) to ask. There are no investments to pitch, no behind-the-scene fees. 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. zooz concept 01 x samsung s22 ultra price in india. thompson cigars We will offer a combination of an establishment fee, interest rate (on agreed fixed draws), line fee on the facility limit, monthly loan management fee and in some cases a project fee (the first X amount of profit in the transaction). Even in the RIA space, there is not enough true independence. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. At Regatta Capital Group we understand what matters most and it is our mission to improve the quality of our clients lives by giving you the advice, encouragement and expertise you need to reach your goals., Whether its building customized financial statements or utilizing cutting edge financial planning software, were ready to create a clear and comprehensive plan for you, Successful investing is a lot like practicing good medicine. New prices take effect January 1st, 2018. Our clients are tired of being a number and are instead looking for a family office feeling they can trust. 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. A boutique wealth management firm that specializes in financial planning and investment strategies. S&P 500 Index. Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. Investment Management 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. Its company status is Dissolved. Old Naples. We will consider all different project types: Residential, Commercial, Industrial, Mixed-Use and Land Sub-divisions. Get the latest business insights from Dun & Bradstreet.
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