CRD: 113181
Regatta Research & Money Management L.l.c.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-03-2001
- Office Locations
- 2
Office Locations
About Regatta Research & Money Management L.l.c.
Regatta Research & Money Management is a Louisiana-based RIA providing private wealth management for select individuals, with an emphasis on retirement planning, tax-aware strategies, and asset protection. The firm manages portfolios using a mix of investment products and strategies; public disclosures indicate significant use of ETFs alongside fixed income and mutual funds, with custody through Fidelity/NFS.
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Owner & Executives
ERIC ARTHUR GRESCHNER
Managing Director, Managing Partner, PORTFOLIO MANAGER
- CRD
- #2681554
- Ownership
- 50% but less than 75%
RUDY JEROME BLANCHARD
Managing Partner, Portfolio Manager
- CRD
- #2427299
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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BLAIR M BARBIER
Operations Manager
- CRD
- #4822993
CLAUDIA M HAYDEN
Consultant
- CRD
- #4185878
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,089,326 | $155,099 |
| Non-Discretionary | $387,644 | $38,764 |
| Total | $211,476,970 | $154,250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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