REGATTA CAPITAL GROUP, LLC of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 145363). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Russell Ralph Mohberg | MANAGING MEMBER, CO-FOUNDER, PARTNER, AND CHIEF COMPLIANCE OFFICER | — |
| Spencer Southard Kelly | PRINCIPAL, MANAGING MEMBER, CO-FOUNDER, PARTNER, AND HEAD OF ADVISORY SERVICES | — |
| Nicholas Kelly Ozer | PARTNER, FINANCIAL ADVISOR, AND DIRECTOR OF RETIREMENT PLANS | — |
| Britt Morgan Joyce | CO-CIO & DIRECTOR OF ENDOWMENTS & FOUNDATIONS | — |
| MOHBERG RUSSELL R | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CO-FOUNDER, PARTNER, AND CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| KELLY SPENCER SOUTHARD | PRINCIPAL; PRINCIPAL, MANAGING MEMBER, CO-FOUNDER, PARTNER, AND HEAD OF ADVISORY SERVICES; PRINCIPAL/MEMBER | — |
| OZER NICHOLAS | PARTNER, FINANCIAL ADVISOR, AND DIRECTOR OF RETIREMENT PLANS | — |
| MOHBERG RUSSELL RALPH | MANAGING MEMBER, CO-FOUNDER, PARTNER, AND CHIEF COMPLIANCE OFFICER | — |
| OZER NICHOLAS KELLY | PARTNER, FINANCIAL ADVISOR, AND DIRECTOR OF RETIREMENT PLANS | — |
| JOYCE BRITT MORGAN | CO-CIO & DIRECTOR OF ENDOWMENTS & FOUNDATIONS | — |