Regatta Capital Group
Overview
Regatta Capital Group is an independent Registered Investment Advisory firm that provides fiduciary wealth management advice to families, business owners, group 401(k) plans and endowments. The firm's team specializes in retirement planning, 401(k) plans, endowments and foundations, stock analysis, personal coaching, socially responsible investing, and tax planning.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| NEXT Energy Technologies | Jan 2022 | VC Round | Lead |
| Knowt | Jul 2023 | Seed | Co-investor |
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Regatta Capital Group based?
Regatta Capital Group is headquartered in El Segundo, California, United States.
When was Regatta Capital Group founded?
Regatta Capital Group was founded in 2007.
How many portfolio companies does Regatta Capital Group have?
Regatta Capital Group has 4 portfolio companies in Caplight's dataset.
What are some companies in Regatta Capital Group's portfolio?
Portfolio companies visible on Caplight include NEXT Energy Technologies, Knowt.
What was Regatta Capital Group's most recent investment shown here?
Regatta Capital Group's most recent investment in this portfolio sample was in Knowt in 2023.
What sectors does Regatta Capital Group focus on?
Regatta Capital Group focuses on Consumer & Commerce, Energy & Sustainability, Enterprise Software, Consumer & Commerce, Mobility, Transportation & Logistics, AI, Data & Cloud Infrastructure, Frontier & Industrial Tech.
What company stages does Regatta Capital Group focus on?
Regatta Capital Group typically invests at the Early stage.
What is Regatta Capital Group's AUM?
Regatta Capital Group's assets under management are estimated between $1.0B and $10.0B.