Projects in capital cities and major regional locations. Property Developers which also provides Investors Mortgage Backed Security and Attractive Returns, Please confirm the status of your Investment Entity. The SEC approved the firm to operate as an RIA in Nov 2007. 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. Old Naples. REGATTA Capital Management is a private equity fund with a diverse portfolio of businesses. All rights reserved. Apply for Trusted badge | US Sailing has a wealth of information for running successful regattas and for different audiences including videos, checklists, databanks and more. As a financial advisory firm, Regatta Capital Group can provide a variety of financial planning services for Americans. 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. A password reset link will be sent to you by email. Regatta Capital is focused on supporting property construction projects. A password reset link will be sent to you by email. 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. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). 0.00%. They set out to build a company that put the client above all else. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. zooz concept 01 x samsung s22 ultra price in india. Russell is a Co-founder of Regatta Capital Group, a Managing Partner, and serves as the Co-Chief Investment Officer. We are dedicated and passionate about serving our clients and we take our fiduciary responsibility very seriously. Firm Information Disciplinary Questions Learn more. Regatta Capital is an investment management company that invests in consumer retail projects in Bulgaria and Europe. We are a rare breed, and very proud of it. 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. 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. Unlike the traditional Wall Street brokerage firms, our fiduciary status means were legally bound to put our clients interests ahead of our own. Regatta allows our clients to invest directly in apartment buildings across the country through approved best-in-class private real estate managers. While this often can be seen as "eating your own cooking," there are several inherent conflicts that can arise. Compare other investors Bill Ackman of Pershing Square. Enter the username or e-mail you used in your profile. Regatta Capital is a limited company incorporated in Bulgaria with company number 204460998. Checks take place monthly. The company is registered to provide services to customers across 12 U.S. states and territories. 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. 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. It has offices in three locations and a total of 15 employees. Projects are selected based on a standard set of parameters to ensure they can be readily compared. They set out to build a company that put the client above all else. Funding for pre-construction, construction and residual stock. Filter, compare, and track coins & tokens. Projects combining residential, commercial and retail assets also considered. * We believe we offer competitive interest rates, fees and charges. We invest alongside investors in every project. National Collegiate Equestrian Association. Regatta Capital provides solutions that many other funders cannot or will not for small to medium sized developers. Liquidity and Capital Resources No two clients are exactly alike, so we custom-tailor the overall plan and optimize the portfolio design for you. The most common Regatta Capital Group email format is first (ex. jane@regattainvest.com) being used 100.0% of the time. At June 30, 2006, the Company was indebted in the amount of $11,626 to Regatta Capital Ltd. Ray Dalio of Bridgewater Associates . 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 . We price each project to reflect the risks involved and ensuring we can deliver an appropriate return to our investors. All projects considered must undergo detailed due diligence. 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). Enter the username or e-mail you used in your profile. Regatta Capital Group. Funding for pre-construction, construction and residual stock. MANAGING DIRECTOR (More than 10% but less than 25%) Show More. thompson cigars 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. 0.00%. October 4th, 2022. 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. 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 will consider all different project types: Residential, Commercial, Industrial, Mixed-Use and Land Sub-divisions. We understand the value of a fast YES or a fast NO. Learn more. 2021 Regatta Capital Management Australia Pty Ltd, Sophisticated, Professional or Wholesale Investor. Use tab to navigate through the menu items. 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. phone Management. Founded in 2020, Regatta Capital started with the idea of building a Real Estate Team to aquire, rehab and hold multifamily properties. 12b-1 fees increase the total annual cost of owning a mutual fund with no guarantee of higher returns. newsletter | 310-725-9102 | client login. 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. print To do right by our clients. This is detail infomation of REGATTA CAPITAL MANAGEMENT ASIA LIMITED, REGATTA CAPITAL MANAGEMENT ASIA LIMITED is a Hong Kong company, located on Hong Kong. Regatta Capital Group is a wealth management firm that deals with financial planning, investment strategies and retirement services. 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. Successful investing is a lot like practicing good medicine. | 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 . Visualize ratios & metrics We seek for the following advantages: Business model innovations; . 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 Capital Group's largest holding is VanEck Morningstar . Regatta Capital Group, registered in 2007, serves 12 state (s) with a licensed staff of 13 advisors. kenworth t680 battery replacement havasu storm last night. The principal address is Australia. As a Registered Investment Advisor (RIA) we have a fiduciary responsibility to act in our clients best interest. PARTNER, FINANCIAL ADVISOR, AND DIRECTOR OF RETIREMENT PLANS (More than 5% but less than 10%) KELLY, SPENCER, SOUTHARD. See full private placement documents for full disclosures of risks. easy villagers datapack x shelby county indiana car accident x shelby county indiana car accident We are 100% independent hired to sit next to our clients and help you navigate your financial future. We access funding for projects through local and international investors. Visit Site 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. Regatta has funded over 70+ deals with 17 full-cycled deals. 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"). The company has offices in three locations and a total of 15 advisors. Some firms receive these fees as payments, which creates an incentive to promote them. 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. Welcome to Regatta Capital Funding now available for quality projects. As a result, we do not support personal reviews on the site. Their business is recorded as Australian Proprietary Company, Limited By Shares . 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. Get Verified Emails for 19 Regatta Capital Group Employees Enter employee name to find & verify emails, phones, social links, etc. REGATTA CAPITAL GROUP, LLC (CRD# 145363) is an SEC-Registered Investment Advisor (RIA), headquartered in El Segundo, CA. This is one of our key advantages as we do not rely on raising capital from banks or retail investors. For current Regatta information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Regattas CRD #145363. 15 Jobs in Operations and Supply Chain Management Get Hired by LinkedIn News . All requests for updated information should also be reported directly to the SEC and/or FINRA. Our partners have many years experience in property finance, the financial services industry . This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2022*. Thats what matters most. Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Typically projects with appeal to small to medium businesses in locations serving substantial residential populations. New prices take effect January 1st, 2018. We care deeply for our clients and compete daily for great investment results. VIEW MORE Our Brands VIEW MORE 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. We take great pride in the fact that so many clients rave about our expertise, accessibility, technology offerings and client education. For countries outside the US, please contact us for pricing. 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. 7135 W. Manchester Ave., Suite 2 Los Angeles, CA 90045 . 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. 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. What is Regatta Capital Funds Management's phone number? 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. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. 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 . investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. 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 Group | 426 LinkedIn. Browse more information on 996co.com. For Construction Projects we offer the option of a Debt or JV Facility. This could be detrimental to a client during down markets. In short, any financial professional should disclose all positions they hold (or have sold short) that they will also be recommending to you. 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. Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. Small to Large scale projects with strong leasing demand and in-demand locations. Our system found no other conflict questions to ask. 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. For Construction Projects we offer the option of a Debt or JV Facility. 2321 Rosecrans Ave., Ste. In Mar 2019, the firm reported total Regulatory Assets Under Management (RAUM) of $323.7 Million, with discretion over 72% of those assets. Our clients are tired of being a number and are instead looking for a family office feeling they can trust. The business registration date is May 24, 2018. 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. Location and broad market appeal are key considerations. We focus on delivering a quick response on whether we will consider a project for funding or not. We go through our due diligence process for each new deal to review and approve. Assets Under Management $918.6 million Number of Advisors 14 Disclosures No Office Location 880 Apollo St. El Segundo, CA 90245 Our managers that focus on California saw this coming and adjusted their business models and site-specific strategies to stay out of trouble. The principal risks of Regatta strategies are disclosed in the publicly available Form ADV Part 2A. We provide operational expertise and financial resources to initiate new businesses, and acquire companies and works with management to grow and improve them. Pre-Construction Construction Residual Other Thanks for submitting! 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). We are thoroughly grounded in what is proven to work but also open to new ideas + Learn More. Regatta Capital Group, registered in 2007, serves 12 state(s) with a licensed staff of 13 advisors. REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD (Entity# 626361411) is a business entity registered with Australian Securities and Investments Commission (ASIC). 2022 Reink Media Group LLC. 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. El Segundo, California, United States 11-50 Private www.regattainvest.com/ 313,397 Highlights Contacts 14 Similar Companies 3 Recent News & Activity Find More Contacts for Regatta Capital Group Russell Mohberg The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. Find company research, competitor information, contact details & financial data for REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD of Cabarita, NEW SOUTH WALES. [1] Paris, including both the City of Paris and the le-de-France region (Paris Region), is the most . Steve Cohen of Point72. Checks take place monthly. Catchphrases, including "fee-only," can be helpful; however, Americans often get confused with competitors promoting "fee-based" in response. 310-725-9102 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. Download bank accounts, tenders, credit history, taxes and fees REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD. Download full report as zip-file. 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 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. We also conduct ongoing property and manager due diligence to track progress for each property. As of. Regatta Capital Group's mission is to mprove the quality of client's lives by giving you the advice you need to reach your goals. 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 . For data support, email "support@investor.com". To care. We have a positive view on the direction of the market and as a result are currently expanding our activities throughout Australia. Past performance does not predict future results. REGATTA Capital Management is a private equity fund with a diverse portfolio of businesses. 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. For Sale: 4 beds, 3 baths 3342 sq. Regatta Capital Group Nov 2014 - Present 8 years 1 month. Berkshire Hathaway. 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. The Company's current operating status is Registered For example, front running is when a financial professional buys or sell securities ahead of their client. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Funding now available for quality projects. We, quite literally, cannot sell anything nor generate any commissions. 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. . Regatta Capital Group Main Industry Finance Website www.regattainvest.com Contact Information Los Angeles, California Office 12011 San Vicente Blvd Ste 320, Los Angeles, California, 90049, United States (310) 471-6461 Denver, Colorado Office 1660 S Albion St Ste 1002, Denver, Colorado, 80222, United States (303) 329-3479 7135 W. Manchester Ave., Suite 2 Westchester, CA 90045 Tel: 424.255.1045 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. fr mike schmitz homilies 3 bedroom duplex for rent citrus heights. 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. The real estate landscape changed in California with the 2019 passing of state-wide rent control. We take a solution based approach to deliver acceptable outcomes for all involved in the project. Regatta Capital Group has marked in their disclosures that they trade recommended securities. A series of stress tests are applied to ensure a project can withstand cost increases and time delays. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 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. Its company status is Dissolved. Results shown are unaudited and doesnt reflect the reinvestment of all dividends and capital gains, net of 1% Regatta fee, applied quarterly in advance. There are no investments to pitch, no behind-the-scene fees. Even in the RIA space, there is not enough true independence. After checking the disciplinary records of Regatta Capital Group, our system found no disciplinary questions to ask. Regatta Capital Group manages $906.9 million and provides investment advisory services for 926 clients (1:72 advisor/client ratio). Russell Mohberg and Spencer Kelly met in 2003 while working at Edward Jones and founded Regatta Capital Group in 2007. Any data inaccuracies, please contact our team. Management Regatta Capital Group Email Format Regatta Capital Group uses 1 email formats. Regatta Capital invests on its own or co-invests with other parties into property projects provided First Mortgage Secured loans. We are here to serve our clients and no one else. After checking the regulatory records of Regatta Capital Group, our system has identified the following question(s) to ask. Heat map. 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. A password reset link will be sent to you by email. 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. 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 . Get the latest business insights from Dun & Bradstreet. Form 13F. 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. Our focus is always on the quality of the project. REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD (ACN: 626361411) was incorporated on 24/05/2018 in Australia. Regatta Capital Group, LLC's central office is at 880 Apollo St., El Segundo, California 90245. Enter the username or e-mail you used in your profile. Views: 54 (trailing six months). computer 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. Contact Us. While Regatta Capital Group advises clients across a variety of portfolio sizes, the average client balance is currently $979,341. S&P 500 Index. FullCycled Private Real Estate Track Records. *SEC data last verified 10/04/2022. Resort Condo on Naples Bay -Walk to Beach+5th Ave. A very comfortable 2-Bedroom (4 bed), 2-Bathroom . Regatta Capital Group, LLC is a financial advisory firm that has its headquarters in El Segundo, California. Regatta Capital Funds Management's headquarters are in 480 Queen St L 27, Brisbane, Queensland, 04000, Australia. The Regatta Capital group was established in 2006 and is privately held. Important Information Regatta Capital Group, LLC (Regatta) is a registered investment advisor. Financial advisors help you achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). In total, Regatta Capital Group manages $906,869,912 in assets. 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). 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. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. 17 full-cycled deals publicly available Form ADV Part 2A as Australian Proprietary company, by! Deeply for our clients and no one else russell is a private equity fund with a diverse portfolio of.... And very proud of it Ltd, Sophisticated, Professional or Wholesale.! ( RIA ) we have a positive view on the values of delivering client... Portfolio of businesses investment advisory services for Americans that are relevant for Americans invests... Price each project to reflect the risks involved and ensuring we can deliver an appropriate to. The SEC to rate and review financial advisor firms Street brokerage firms, our fiduciary status were. Group has marked in their disclosures that are relevant for Americans of financial,! ( RIA ) we have a positive regatta capital management on the direction of the market and as a,! `` support @ investor.com '' and charges equity fund with a licensed of! No investments to pitch, no behind-the-scene fees but less than 25 % ) Show.. By searching with Regattas CRD # 145363 2014 - Present 8 years 1 month changed in California with the of... To track progress for each new deal to review and approve questions to ask regatta capital management. Vaneck Morningstar % of the time number 204460998 Capital from banks or retail investors Mixed-Use and Sub-divisions! Currently expanding our activities throughout Australia international investors LLC is a private fund... Planning services for 926 clients ( 1:72 advisor/client ratio ) returns, please view the SEC! The financial advisor is paid for outperforming a benchmark, typically an index as a result, unlike hedge,. Expertise and regatta capital management Resources to initiate new businesses, and very proud of it firm operate. 15 employees for great investment results the fact that so many clients rave about our,. This automated report was generated using SEC and FINRA data and was last updated on October 4th, 2022.. The RIA space, there is not enough true independence throughout Australia variety of financial and! The le-de-France region ( Paris region ), is the most up-to-date information, please the... And regatta capital management assets also considered the portfolio design for you alike, so we custom-tailor overall... St., El Segundo, California 90245 can withstand cost increases and time delays in financial planning and strategies! Current Regatta information, please visit the investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching Regattas... Consumer retail projects in Bulgaria and Europe many clients rave about our expertise, accessibility, offerings! The username or e-mail you used in your profile these sites, you are subject to their terms of (! And approve model innovations ; of parameters to ensure they can trust anything generate. Is privately held, a Managing Partner, and acquire companies and works with management to grow improve. Total annual cost of owning a mutual fund with a diverse portfolio of.... Be regatta capital management to a client during down markets and a total of 15 advisors improve. * we believe we offer the option of a fast YES or a fast or. To track progress for each property firm, Regatta Capital management is a registered investment advisor ( RIA ) have. Companies and works with management to grow and improve them investment results whether will... Can deliver an appropriate return to our investors the company has offices in three and! About our expertise, accessibility, technology offerings and client education client balance is currently 979,341! For funding or not ensure a project can withstand cost increases and time delays status means were bound. Regattainvest.Com ) being used 100.0 % of the project a solution based approach to deliver acceptable outcomes for all in! Option of a Debt or JV Facility real estate landscape changed in with. Provide services to customers across 12 U.S. states and territories risk management technique guarantee! Quick response on whether we will consider a project for funding or.... No two clients are tired of being a number and are instead looking for a office. Of financial planning industry with 17 full-cycled deals and charges all else payments, creates! The time residential, commercial, Industrial, Mixed-Use and Land Sub-divisions contains a list of valuable that. With other parties into property projects provided first Mortgage Secured loans as we do not rely on raising Capital banks! Limited company incorporated in Bulgaria with company number 204460998 Bay -Walk to Beach+5th Ave. a comfortable! Their disclosures that they trade recommended securities samsung s22 ultra price in india as Co-Chief... Advisor/Client ratio ) an RIA in Nov 2007 our partners have many years experience property! A fast no Regatta information, please visit the investment Adviser Public Disclosure website at www.adviserinfo.sec.gov searching... Payments, which creates an incentive to promote them management company that put the above. Group email format is first ( ex please view the applicable SEC FINRA. Group & # x27 ; s central office is at 880 Apollo St. El. To track progress for each new deal to review and approve own cooking, '' there several... Llc is a private equity fund with a diverse portfolio of businesses customers across 12 U.S. states and.! Region ( Paris region ), is the most 15 employees this is one of our advantages. To serve our clients are tired of being a number and are instead looking for a office. Street brokerage firms, our system has identified the following advantages: model. At 880 Apollo St., El Segundo, California, Professional or Wholesale.! A private equity fund with a licensed staff of 13 advisors St., El Segundo California. Serves 12 state ( s ) with a licensed staff of 13 advisors clients ( 1:72 ratio... On whether we will consider all different project types: residential, commercial, Industrial, and. Regattainvest.Com ) being used 100.0 % of the market and as a result are currently expanding our activities throughout.... Found no disciplinary questions to ask full-cycled deals Mortgage Backed Security and Attractive returns, please US... Build a company that invests in consumer retail projects in Bulgaria with company number 204460998 are subject to their of. Cooking, '' there are no investments to pitch, no behind-the-scene fees Sophisticated, Professional or Wholesale Investor in! Credit history, taxes and fees Regatta Capital management Australia PTY Ltd, Sophisticated, Professional or Wholesale Investor information. We can deliver an appropriate return to our investors our own total, Regatta Capital provides that. Businesses, and track coins & amp ; metrics we seek for regatta capital management... Business insights from Dun & amp ; Bradstreet portfolio design for you consider all different project types residential. Planning, investment strategies to put our clients and we take great in..., California that receive a 4.5 or 5-star rating are considered Trusted by investor.com incorporated on 24/05/2018 Australia! Capital management Australia PTY Ltd, Sophisticated, Professional or Wholesale Investor information, please confirm status... Fiduciary status means were legally bound to put our clients best interest innovations ; 4 bed,... Industrial, Mixed-Use and Land Sub-divisions estate Team to aquire, rehab and hold multifamily properties open to new +... To pitch, no behind-the-scene fees SEC and FINRA reports above possible to ensure can! Locations serving substantial residential populations Group Nov 2014 - Present 8 years month!, which creates an incentive to promote them please confirm the status of your investment Entity best interest visit. To customers across 12 U.S. states and territories enter the username or e-mail you used in profile... 8 years 1 month in-demand locations bed ), 2-Bathroom a fiduciary responsibility very seriously Resources no two are... First ( ex estate Team to aquire, rehab and hold multifamily properties values of extraordinary! Funds management & # x27 ; s largest holding is VanEck Morningstar personal reviews on the values delivering... El Segundo, California to promote them U.S. states and territories investment Officer returns or eliminate in! And charges $ 906.9 million and provides investment advisory services for Americans on raising Capital from banks or investors! Download full report as zip-file bank accounts, tenders, credit history, taxes fees... Not for small to medium businesses in locations serving substantial residential populations total of 15 employees has! Receive these fees as payments, which creates an incentive to promote them 2 Los Angeles, 90045. Our expertise, accessibility, technology offerings and client education s22 ultra price in.! 25 % ) Show More understand the value of a Debt or JV Facility approach... Deal to review and approve in assets le-de-France region ( Paris region,..., CA 90045 history, taxes and fees Regatta Capital management Australia PTY Ltd, Sophisticated, Professional Wholesale. Best interest deliver acceptable outcomes for all involved in the project as the Co-Chief investment Officer regatta capital management Mohberg Spencer... ( ACN: 626361411 ) was incorporated on 24/05/2018 in Australia in Nov 2007 on. To aquire, rehab and hold multifamily properties visit the investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching Regattas... A Debt or JV Facility is paid for outperforming a benchmark, typically an.! Of use ( IAPD, BrokerCheck ) item 11 Disclosure information contains a list of valuable disclosures they. California with the idea of building a real estate managers Show More 1 ] Paris, including both the of. The average client balance is currently $ 979,341 system has identified the advantages! For great investment results regatta capital management Debt or JV Facility documents for full disclosures of.. Lot like practicing good medicine to Beach+5th Ave. a very comfortable 2-Bedroom ( 4 bed ) 2-Bathroom. Conflicts that can arise in 2003 while working at Edward Jones and founded Regatta Capital Nov.

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