Regatta Capital Group

Financial ServicesUnited States11-50 Employees

Established in 2007 as a registered investment advisory (RIA) firm, Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, small business owners, entrepreneurs and non-profit organizations. We are fiercely independent and through our open architecture we build global portfolios comprised of the industry’s leading money managers. Our independence and strong regard for the fiduciary responsibilities we have to our clients guides our every decision. “Our goal is to be the pre-eminent boutique wealth management firm serving the high net worth investors in the South Bay and Los Angeles Coastal communities.”

We believe that you deserve a unique financial planning process, one that is firmly rooted in your goals for yourself and your family, based on your individual needs and your aspirations for the future. We believe in not only building your investment accounts but in building your overall Net Worth. That’s the bottom line. We want you wealthier this year than you were last year. And we’ll help you track that progress with expert financial strategies and updated financial statements. It’s not just about “beating the markets” but it’s about building wealth and increasing that bottom line. Our open architecture and private ownership structure enables Regatta Capital Group to align clients’ interests with market opportunities, delivering top-tier investment strategies and strong long-term returns.

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