REGATTA CAPITAL GROUP, LLC (CRD# 145363) is an SEC-Registered Investment Advisor (RIA), headquartered in El Segundo, CA. 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 Regatta Capital Group's largest holding is VanEck Morningstar . Funding for pre-construction, construction and residual stock. Steve Cohen of Point72. We take a solution based approach to deliver acceptable outcomes for all involved in the project. All requests for updated information should also be reported directly to the SEC and/or FINRA. Filter, compare, and track coins & tokens. Our partners have many years experience in property finance, the financial services industry . 2021 Regatta Capital Management Australia Pty Ltd, Sophisticated, Professional or Wholesale Investor. Even in the RIA space, there is not enough true independence. Results shown are unaudited and doesnt reflect the reinvestment of all dividends and capital gains, net of 1% Regatta fee, applied quarterly in advance. Regatta Capital Group, LLC's central office is at 880 Apollo St., El Segundo, California 90245. 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. 15 Jobs in Operations and Supply Chain Management Get Hired by LinkedIn News . Regatta Capital Group, LLC is a financial advisory firm that has its headquarters in El Segundo, California. Advisory services are only offered to clients or prospective clients where Regatta and its representatives are properly licensed or exempt from licensure. 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. 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 . FullCycled Private Real Estate Track Records. 2225 in El Segundo, 310-725-9102, regattainvest.com More than a decade ago, this entrepreneur and industrial designer formed the vision for the business they later founded; Spencer and Russell now bring a combined 19 years of financial advisory experience to their boutique wealth management firm. 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. We are dedicated and passionate about serving our clients and we take our fiduciary responsibility very seriously. Regatta Capital Ltd., a company controlled and principally owned by Stephen D. Replin, chief financial officer of the Company has periodically paid for certain expenses on behalf of the Company. Regatta Capital invests on its own or co-invests with other parties into property projects provided First Mortgage Secured loans. We believe in encouraging intellectual curiosity and challenging static ways of thinking. Checks take place monthly. kenworth t680 battery replacement havasu storm last night. National Collegiate Equestrian Association. While this may seem like an attractive compensation structure to ensure your advisor is making your money work for you, often, the managers of those products are incentivized to take inappropriate risks to beat their performance benchmark. Contact Us. 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. The Regatta Capital group was established in 2006 and is privately held. 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. newsletter | 310-725-9102 | client login. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Home About Us Financial Planning Estate Planning Client Login Contact Us, Our Philosophy & Our Models SRI/Impact Investing Individual Stock Portfolios Real Estate Investing 401Ks Non-Profits Private Client, Copyright All Rights Reserved 2022 Regatta Capital Group, LLC All Rights Reserved | Disclaimer | Form Client Relationship Summary, Dedicated to Providing Exceptional Service, Successful, Driven and Focused on your Future. Assets Under Management $918.6 million Number of Advisors 14 Disclosures No Office Location 880 Apollo St. El Segundo, CA 90245 We provide operational expertise and financial resources to initiate new businesses, and acquire companies and works with management to grow and improve them. Projects combining residential, commercial and retail assets also considered. A password reset link will be sent to you by email. August 3 CORK Optimist Team. We understand the value of a fast YES or a fast NO. VIEW MORE Our Brands VIEW MORE The business registration date is May 24, 2018. We take a commercial approach to pre-sale requirements understanding that it is not always possible to ensure high levels of debt cover prior to . Regatta Capital Group is a wealth management firm that deals with financial planning, investment strategies and retirement services. See full private placement documents for full disclosures of risks. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Financial plans and investment portfolios are always unique to the client's personal financial situation. ft. 1211 N REGATTA Dr, Gilbert, AZ 85234 $995,000 MLS# 6375573 SPECTACULAR VIEW STRAIGHT DOWN THE LAKE FROM THIS WATERFRONT CUSTOM HOME IN MUCH SOUGHT A. This could be detrimental to a client during down markets. thompson cigars 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"). Enter the username or e-mail you used in your profile. Past performance does not predict future results. REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD (ACN: 626361411) was incorporated on 24/05/2018 in Australia. Management. A boutique wealth management firm that specializes in financial planning and investment strategies. phone Important Information Regatta Capital Group, LLC (Regatta) is a registered investment advisor. Whether its educating a large staff about 401(k) benefits or setting up a Defined Benefit Plan to help you save even more before you retire, Regatta has you covered, Foundations and endowments provide critical support for charitable, academic, cultural and religious causes. We are here to serve our clients and no one else. We access funding for projects through local and international investors. As a Registered Investment Advisor (RIA) we have a fiduciary responsibility to act in our clients best interest. 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 . Find company research, competitor information, contact details & financial data for REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD of Cabarita, NEW SOUTH WALES. We have a positive view on the direction of the market and as a result are currently expanding our activities throughout Australia. | 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 . To learn more, explore our series of articles about what financial advisors do and what it may cost to work with one, as well as what their titles mean and how to make a smart choice. Any data inaccuracies, please contact our team. Liquidity and Capital Resources As of. We go through our due diligence process for each new deal to review and approve. Funding for pre-construction, construction and residual stock. 0.00%. 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. 310-725-9102 Regatta Capital is an investment management company that invests in consumer retail projects in Bulgaria and Europe. print A series of stress tests are applied to ensure a project can withstand cost increases and time delays. There are no investments to pitch, no behind-the-scene fees. Regatta Capital Group, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Enter the username or e-mail you used in your profile. Print Report, Is this your firm? *SEC data last verified 10/04/2022. BRADENTON The city of Bradenton will proceed with preparations for the sixth annual Bradenton Area River Regatta just as it has done for the past five years by again putting a. We focus on delivering a quick response on whether we will consider a project for funding or not. For data support, email "support@investor.com". They set out to build a company that put the client above all else. PRINCIPAL, MANAGING MEMBER, CO-FOUNDER, PARTNER, AND HEAD OF ADVISORY SERVICES (More than 25% but less than 50%) JOHN SMITH. Russell is a Co-founder of Regatta Capital Group, a Managing Partner, and serves as the Co-Chief Investment Officer. No two clients are exactly alike, so we custom-tailor the overall plan and optimize the portfolio design for you. Firms/Financial Professionals investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Use tab to navigate through the menu items. For countries outside the US, please contact us for pricing. Regatta Capital Group. Checks take place monthly. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Welcome to Regatta Capital Funding now available for quality projects. Its company status is Dissolved. The SEC approved the firm to operate as an RIA in Nov 2007. 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. We are thoroughly grounded in what is proven to work but also open to new ideas + Learn More. Regatta Capital Group has marked in their disclosures that they trade recommended securities. 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. REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD (Entity# 626361411) is a business entity registered with Australian Securities and Investments Commission (ASIC). With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.coms Trust Score algorithm or review process. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $323.7 Million, with discretion over 72% of those assets. Enter the username or e-mail you used in your profile. Location and broad market appeal are key considerations. 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 Management Whether you are running an event for the first time or an experienced event planner, US Sailing has the tools to help you succeed. The company has offices in three locations and a total of 15 advisors. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. By building foundations of trust within our team we create a culture of candor and vulnerability that empowers us to move beyond our comfort zones into a place of constant growth. 2321 Rosecrans Ave., Ste. Firm Information Disciplinary Questions Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Strong investment performance and risk management will ensure that these organizations can continue to carry out their vital missions, At Regatta IMPACT we work with clients who want to grow their portfolios while simultaneously using their financial resources to invest in solutions to many of the most pressing environmental and social issues, Regatta Trusts & Estates provides sophisticated estate planning, trust administration, probate, estate and gift tax, fiduciary accounting, and all related professional services to individuals and families of all levels of wealth. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Home About Us Financial Planning Estate Planning Client Login Contact Us, Our Philosophy & Our Models SRI/Impact Investing Individual Stock Portfolios Real Estate Investing 401Ks Non-Profits Private Client, Copyright All Rights Reserved 2022 Regatta Capital Group, LLC All Rights Reserved | Disclaimer | Form Client Relationship Summary. Property Developers which also provides Investors Mortgage Backed Security and Attractive Returns, Please confirm the status of your Investment Entity. * We believe we offer competitive interest rates, fees and charges. We invest alongside investors in every project. New prices take effect January 1st, 2018. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. We found such data of REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD, n/a as: company information, confirmation statement (annual return), company accounts, finance, vacancies. Regatta has funded over 70+ deals with 17 full-cycled deals. We believe we offer competitive rates that reflect the risks that we are being required to accept. The real estate landscape changed in California with the 2019 passing of state-wide rent control. Founded in 2020, Regatta Capital started with the idea of building a Real Estate Team to aquire, rehab and hold multifamily properties. For example, front running is when a financial professional buys or sell securities ahead of their client. October 4th, 2022. Regatta Capital Group, registered in 2007, serves 12 state(s) with a licensed staff of 13 advisors. Regatta Capital - Regatta Capital Welcome To Regatta Capital About Us 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. We provide operational expertise and financial resources to initiate new businesses, and acquire companies and works with management to grow and improve them. Projects that appeal to a broad audience of buyers - first home buyers, private investors and down-sizers. Some firms receive these fees as payments, which creates an incentive to promote them. Unlike the traditional Wall Street brokerage firms, our fiduciary status means were legally bound to put our clients interests ahead of our own. . Learn more. We also conduct ongoing property and manager due diligence to track progress for each property. Our clients are tired of being a number and are instead looking for a family office feeling they can trust. Typically projects with appeal to small to medium businesses in locations serving substantial residential populations. 7135 W. Manchester Ave., Suite 2 Los Angeles, CA 90045 . document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Home About Us Financial Planning Estate Planning Client Login Contact Us, Our Philosophy & Our Models SRI/Impact Investing Individual Stock Portfolios Real Estate Investing 401Ks Non-Profits Private Client, Copyright All Rights Reserved 2022 Regatta Capital Group, LLC All Rights Reserved | Disclaimer | Form Client Relationship Summary. We price each project to reflect the risks involved and ensuring we can deliver an appropriate return to our investors. For Sale: 4 beds, 3 baths 3342 sq. Successful investing is a lot like practicing good medicine. Terms of Use | Disclaimers | Privacy Policy, Attorney/Accountant Authorization Revocation SRO, Business License Revocation - Other Regulatory Agencies, False Statements or Omissions - Other Regulatory Agencies, Order Entered - Other Regulatory Agencies, Regulation Violations - Other Regulatory Agencies. Learn more. We have a flexible approach to how we charge including profit share only arrangements. We are driven by a strong desire to improve through constant learning and growth. 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%. Old Naples. Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. 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 . We seek for the following advantages: Business model innovations; . Resort Condo on Naples Bay -Walk to Beach+5th Ave. A very comfortable 2-Bedroom (4 bed), 2-Bathroom . Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. Browse more information on 996co.com. Small to Large scale projects with strong leasing demand and in-demand locations. The Company's current operating status is Registered We are a rare breed, and very proud of it. easy villagers datapack x shelby county indiana car accident x shelby county indiana car accident As a financial advisory firm, Regatta Capital Group can provide a variety of financial planning services for Americans. Management Regatta Capital Group Email Format Regatta Capital Group uses 1 email formats. 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). The team takes a disciplined, collaborative approach and Regattas continued success is predicated on delivering a level of expertise, personal service and top-notch investment advice that clients cannot find elsewhere. We will consider all different project types: Residential, Commercial, Industrial, Mixed-Use and Land Sub-divisions. We care deeply for our clients and compete daily for great investment results. Regatta Capital Group manages $906.9 million and provides investment advisory services for 926 clients (1:72 advisor/client ratio). Apply for Trusted badge | The le-de-France (/ i l d f r s /, French: [il d fs] (); literally "Isle of France") is the most populous of the eighteen regions of France.Centred on the capital Paris, it is located in the north-central part of the country and often called the Rgion parisienne (pronounced [ej paizjn]; English: Paris Region). Ray Dalio of Bridgewater Associates . Get Verified Emails for 19 Regatta Capital Group Employees Enter employee name to find & verify emails, phones, social links, etc. To do right by our clients. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their retail clients. Our focus is always on the quality of the project. The principal address is Australia. fr mike schmitz homilies 3 bedroom duplex for rent citrus heights. 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). While Regatta Capital Group advises clients across a variety of portfolio sizes, the average client balance is currently $979,341. Form 13F. 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. Company type is Private company limited by shares. What is Regatta Capital Funds Management's phone number? It has offices in three locations and a total of 15 employees. The company is registered to provide services to customers across 12 U.S. states and territories. After checking the regulatory records of Regatta Capital Group, our system has identified the following question(s) to ask. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. For further detail, see our articles on different types of advisors and financial advisor services. PARTNER, FINANCIAL ADVISOR, AND DIRECTOR OF RETIREMENT PLANS (More than 5% but less than 10%) KELLY, SPENCER, SOUTHARD. Regatta allows our clients to invest directly in apartment buildings across the country through approved best-in-class private real estate managers. US Sailing has a wealth of information for running successful regattas and for different audiences including videos, checklists, databanks and more. They set out to build a company that put the client above all else. Their business is recorded as Australian Proprietary Company, Limited By Shares . zooz concept 01 x samsung s22 ultra price in india. This is one of our key advantages as we do not rely on raising capital from banks or retail investors. After checking the disciplinary records of Regatta Capital Group, our system found no disciplinary questions to ask. 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. Regatta Capital Funds Management's phone number is +61 1300992662. Thats what matters most. Regatta Capital Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. As a result, we do not support personal reviews on the site. 2022 Reink Media Group LLC. We strive to go above and beyond to build trusting, close, meaningful relationships and to improve the quality of our clients lives by giving the needed advice, encouragement and tools to help you reach your goals. Regatta Capital is a limited company incorporated in Bulgaria with company number 204460998. For Construction Projects we offer the option of a Debt or JV Facility. It manages $919 million in total assets between its 2,872 accounts, placing it among the larger firms in the nation by assets under management. Visualize ratios & metrics The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2022*. Regatta Capital Group, LLC is an advisory company that has its headquarters in El Segundo, California. In total, Regatta Capital Group manages $906,869,912 in assets. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Download bank accounts, tenders, credit history, taxes and fees REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD. Download full report as zip-file. REGATTA Capital Management is a private equity fund with a diverse portfolio of businesses. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. As the Chair of the firm's Investment Committee, he listens to clients' needs and preferences and searches the investible universe - across the risk/reward spectrum and the public/private divide - for the best solutions. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Item 11 Disclosure Information contains a list of valuable disclosures that are relevant for Americans. Heat map. This is detail infomation of REGATTA CAPITAL MANAGEMENT ASIA LIMITED, REGATTA CAPITAL MANAGEMENT ASIA LIMITED is a Hong Kong company, located on Hong Kong. We, quite literally, cannot sell anything nor generate any commissions. Get the latest business insights from Dun & Bradstreet. We take great pride in the fact that so many clients rave about our expertise, accessibility, technology offerings and client education. At June 30, 2006, the Company was indebted in the amount of $11,626 to Regatta Capital Ltd. To care. All investments include a risk of loss that clients should be prepared to bear. Regatta Capital is focused on supporting property construction projects. An important aspect of the Trust Algorithm is processing the SEC Form ADV Part 1 filing of each Registered Investment Advisor (RIA).
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