El Segundo Office - Headquarters
880 Apollo St., Suite 129, El Segundo, CA 90245 | 310.725.9102
FIRM OVERVIEW
Regatta Capital Group’s El Segundo office provides investment management advice and financial planning services to business owners, professionals, retirees, non-profits, corporations, and other affluent clients.
$1.6 billion in AUM | Clients in 39 states / 3 countries
As of December 31, 2025. See our form ADV for more details.
SERVICES
- Investment Management
- Retirement Planning
- Exit Planning (Business)
- Company Retirement Plans
- Education Planning
- Stock Options/Founders’ Shares
- Generational/Legacy Planning
- Tax Management
INVESTMENTS
We build high-quality, diversified portfolios based on our clients’ time horizons and goals. Investments we use include the following:
- US Treasuries & Money Market Funds
- Active & Passive World Class Mutual Funds & ETFs
- Individual Stocks & Bonds
- Separately Managed Accounts
- Private Credit
- Private Real Estate
- Private Equity
- Venture Capital
OUR PROCESS
In collaboration with our clients’ CPAs and Estate Planning Attorneys:
New Client Process
Learn about you and understand how we can help
Gather info, review financials, and analyze current portfolio
Present initial recommendations and outline future planning
Decide to work together and implement the financial plan
The First 90 Days
Open relevant accounts, move money, link banks, sign AMA
First week meeting to review accounts and confirm initial investment plan
One month meeting to review statements and account access
Three month meeting to check-in, update financials and review the plan
STRUCTURE
- 100% Independent, Registered Investment Advisory firm (Fiduciary Standard & SEC Registered)
- Primary custodian for advisory accounts: Fidelity & Schwab
