Projects in capital cities and major regional locations. To care. See full private placement documents for full disclosures of risks. Property Developers which also provides Investors Mortgage Backed Security and Attractive Returns, Please confirm the status of your Investment Entity. REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD (ACN: 626361411) was incorporated on 24/05/2018 in Australia. Compare other investors Bill Ackman of Pershing Square. This could be detrimental to a client during down markets. We also conduct ongoing property and manager due diligence to track progress for each property. * We believe we offer competitive interest rates, fees and charges. Important Information Regatta Capital Group, LLC (Regatta) is a registered investment advisor. jane@regattainvest.com) being used 100.0% of the time. Regatta Capital Group has marked in their disclosures that they trade recommended securities. Learn more. Its company status is Dissolved. 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. Brisbane Level 36, Riparian Tower 71 Eagle Street, BRISBANE QLD 4000 Sydney Level 6, 50 York Street SYDNEY NSW 2000 Call Us Tel: 1300 992 662 FullCycled Private Real Estate Track Records. 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 . New prices take effect January 1st, 2018. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. Visualize ratios & metrics Regatta Capital Group, LLC is a financial advisory firm that has its headquarters in El Segundo, California. 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. Download bank accounts, tenders, credit history, taxes and fees REGATTA CAPITAL MANAGEMENT AUSTRALIA PTY LTD. Download full report as zip-file. 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. Funding now available for quality projects. We focus on delivering a quick response on whether we will consider a project for funding or not. Regatta Capital is focused on supporting property construction projects. PARTNER, FINANCIAL ADVISOR, AND DIRECTOR OF RETIREMENT PLANS (More than 5% but less than 10%) KELLY, SPENCER, SOUTHARD. thompson cigars Funding for pre-construction, construction and residual stock. investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. This is one of our key advantages as we do not rely on raising capital from banks or retail investors. We invest alongside investors in every project. The real estate landscape changed in California with the 2019 passing of state-wide rent control. | 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 . REGATTA Capital Management is a private equity fund with a diverse portfolio of businesses. 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. Firm Information Disciplinary Questions Funding for pre-construction, construction and residual stock. Advisory services are only offered to clients or prospective clients where Regatta and its representatives are properly licensed or exempt from licensure. computer Welcome to Regatta Capital Funding now available for quality projects. 7135 W. Manchester Ave., Suite 2 Westchester, CA 90045 Tel: 424.255.1045 We take great pride in the fact that so many clients rave about our expertise, accessibility, technology offerings and client education. The independent, boutique wealth management firm has been built on the values of delivering extraordinary client service and exceptional investment results. 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). National Collegiate Equestrian Association. Regatta Capital Group Nov 2014 - Present 8 years 1 month. Thats what matters most. fr mike schmitz homilies 3 bedroom duplex for rent citrus heights. We are driven by a strong desire to improve through constant learning and growth. It has offices in three locations and a total of 15 employees. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Berkshire Hathaway. Old Naples. US Sailing has a wealth of information for running successful regattas and for different audiences including videos, checklists, databanks and more. 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. Pre-Construction Construction Residual Other Thanks for submitting! Visit Site 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 . The Company's current operating status is Registered As a result, we do not support personal reviews on the site. 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. We have a positive view on the direction of the market and as a result are currently expanding our activities throughout Australia. Liquidity and Capital Resources This is detail infomation of REGATTA CAPITAL MANAGEMENT ASIA LIMITED, REGATTA CAPITAL MANAGEMENT ASIA LIMITED is a Hong Kong company, located on Hong Kong. After checking the regulatory records of Regatta Capital Group, our system has identified the following question(s) to ask. All rights reserved. Regatta Capital Group is a wealth management firm that deals with financial planning, investment strategies and retirement services. 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. le-de-France is densely populated and . 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). We will consider all different project types: Residential, Commercial, Industrial, Mixed-Use and Land Sub-divisions. 15 Jobs in Operations and Supply Chain Management Get Hired by LinkedIn News . Learn more. Projects are selected based on a standard set of parameters to ensure they can be readily compared. 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 . For further detail, see our articles on different types of advisors and financial advisor services. 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. Our system found no other conflict questions to ask. 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. Regatta Capital Group manages $906.9 million and provides investment advisory services for 926 clients (1:72 advisor/client ratio). 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"). Regatta Capital Group, registered in 2007, serves 12 state (s) with a licensed staff of 13 advisors. Views: 54 (trailing six months). 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. phone zooz concept 01 x samsung s22 ultra price in india. Their last reported 13F filing for Q2 2022 included $209,869,000 in managed 13F securities and a top 10 holdings concentration of 42.01%. They set out to build a company that put the client above all else. For Sale: 4 beds, 3 baths 3342 sq. Our managers that focus on California saw this coming and adjusted their business models and site-specific strategies to stay out of trouble. The most common Regatta Capital Group email format is first (ex. Regatta Capital is an investment management company that invests in consumer retail projects in Bulgaria and Europe. We price each project to reflect the risks involved and ensuring we can deliver an appropriate return to our investors. Typically projects with appeal to small to medium businesses in locations serving substantial residential populations. For current Regatta information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with Regattas CRD #145363. S&P 500 Index. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. 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. kenworth t680 battery replacement havasu storm last night. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. *SEC data last verified 10/04/2022. We, quite literally, cannot sell anything nor generate any commissions. 7135 W. Manchester Ave., Suite 2 Los Angeles, CA 90045 . 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. 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. Financial plans and investment portfolios are always unique to the client's personal financial situation. Use tab to navigate through the menu items. All investments include a risk of loss that clients should be prepared to bear. Filter, compare, and track coins & tokens. REGATTA CAPITAL GROUP, LLC (CRD# 145363) is an SEC-Registered Investment Advisor (RIA), headquartered in El Segundo, CA. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). We take a solution based approach to deliver acceptable outcomes for all involved in the project. 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. Browse more information on 996co.com. For example, front running is when a financial professional buys or sell securities ahead of their client. A password reset link will be sent to you by email. We are 100% independent hired to sit next to our clients and help you navigate your financial future. All requests for updated information should also be reported directly to the SEC and/or FINRA. As a Registered Investment Advisor (RIA) we have a fiduciary responsibility to act in our clients best interest. After checking the disciplinary records of Regatta Capital Group, our system found no disciplinary 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. Print Report, Is this your firm? Location and broad market appeal are key considerations. We believe we offer competitive rates that reflect the risks that we are being required to accept. Any data inaccuracies, please contact our team. print The principal address is Australia. 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. 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. A boutique wealth management firm that specializes in financial planning and investment strategies. Regatta Marina Bradenton will sometimes glitch and . PRINCIPAL, MANAGING MEMBER, CO-FOUNDER, PARTNER, AND HEAD OF ADVISORY SERVICES (More than 25% but less than 50%) JOHN SMITH. Regatta Capital Group, registered in 2007, serves 12 state(s) with a licensed staff of 13 advisors. Regatta Capital is a limited company incorporated in Bulgaria with company number 204460998.
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