RIA Intel›Advisers›Louisiana›REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Advisory

N·METAIRIE, LA

Data as of May 20, 2026 · Source: SEC Form ADV

Total AUM
$211M
1-Year AUM Growth
+12.5%
3-Year CAGR
+6.6%
Employees
6
Assets Under Management
Total AUM$211M
Discretionary AUM$211M
Non-Discretionary AUM$388K
Discretionary %99.8%
Total Clients464
Team
Total Employees6
Investment Advisers8
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record52
First FilingJun 25, 2001
Latest FilingMay 20, 2026
🔒 Full AUM trend chart and 52 historical filings spanning 25+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on REGATTA RESEARCH & MONEY MANAGEMENT L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →