Regatta Capital Group Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Regatta Capital Group is a financial services firm that provides unbiased investment advice and wealth management for high net worth families, small business owners, entrepreneurs, and non-profit organizations. Operating with independence and open architecture, it constructs global portfolios from leading money managers and upholds its fiduciary duties to clients. The firm prioritizes building clients' net worth over time through a tailored financial planning process anchored in individual goals, with progress monitored via updated financial statements. Based in El Segundo, California, Regatta Capital Group was founded in 2007 as a registered investment adviser and remains privately owned, focusing on the South Bay and Los Angeles coastal communities. Recent news notes the firm took stakes in Alphabet and Ultrapar Participacoes as part of its investment activity.

Find Regatta Capital Group employees' phone numbers or email addresses

Regatta Capital Group Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Europe
1

Minus sign iconPlus sign icon
  • Bulgaria
    1

Regatta Capital Group's Leadership

  • Stylized image of a person
    E. D.
    Controller
    Phone icon
  • Stylized image of a person
    C. B.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    B. S.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    L. P.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    N. W.
    Client Service Associate
    Phone icon
  • Stylized image of a person
    N. O.
    Advisor Specialist
    Phone icon

Regatta Capital Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Regatta Capital Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    E. D.
    Controller
    Phone icon
    UNITED STATES
    Jan 17, 2024
  • Stylized image of a person
    C. B.
    Financial Advisor
    Phone icon
    Mar 31, 2025
  • Stylized image of a person
    B. S.
    Financial Advisor
    Phone icon
    United StatesOregon
    Apr 13, 2026
  • Stylized image of a person
    J. B.
    Financial Advisor
    Phone icon
    UNITED STATES
    Jun 27, 2025
  • Stylized image of a person
    L. P.
    Client Service Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    N. W.
    Client Service Associate
    Phone icon
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    N. O.
    Advisor Specialist
    Phone icon
    UNITED STATES
    Oct 11, 2024

Frequently Asked Questions

What is Regatta Capital Group known for?

Minus sign iconPlus sign icon
Regatta Capital Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 880 Apollo Street Suite 129 el Segundo, California 90245 United States; you can contact the main corporate office by phone at . Explore Regatta Capital Group's company overview page for more information.

What is Regatta Capital Group's most common email format?

Minus sign iconPlus sign icon
Regatta Capital Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Regatta Capital Group email formats with LeadIQ.

How many employees does Regatta Capital Group have currently?

Minus sign iconPlus sign icon
Regatta Capital Group has approximately 20 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Regatta Capital Group's key employees and leadership?

Minus sign iconPlus sign icon

As of May 2026, Regatta Capital Group's key employees include:

  • Controller: E. D.
  • Financial Advisor: C. B.
  • Financial Advisor: B. S.
  • Financial Advisor: J. B.
  • Client Service Associate: L. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.