Regatta Research & Money Management L.l.c.
Regatta Research & Money Management L.l.c. is an SEC-registered mass-market adviser in Metairie, LA with $211.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Regatta Research & Money Management L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113181, SEC 801-60383, data through 2026-05-20.
- AUM (assets under management / regulatory AUM)
- $211.5M (2026-05-20)
- Firm type
- Mass-Market Adviser
- Location
- Metairie, LA
- Employees
- 8
- Clients
- 554
- CRD
- 113181
- Ownership
- GRESCHNER, ERIC, ARTHUR; GRESCHNER, GEORGE, ARTHUR; BLANCHARD, RUDY, JEROME; Richmond, Deanna, Wooley
How much AUM does Regatta Research & Money Management L.l.c. have?
Regatta Research & Money Management L.l.c. reported $211.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-20).
Who owns Regatta Research & Money Management L.l.c.?
Disclosed owners and executives of Regatta Research & Money Management L.l.c. include GRESCHNER, ERIC, ARTHUR, GRESCHNER, GEORGE, ARTHUR, BLANCHARD, RUDY, JEROME, Richmond, Deanna, Wooley. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.