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The fee is billed in advance and is negotiable.","source":"REGATTA CAPITAL GROUP, LLC DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY, filed 31 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Regatta Capital Group use?","answer":"Regatta Capital Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.38B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Regatta Capital Group have?","answer":"Regatta Capital Group has 14 investment adviser representatives registered with state securities authorities, out of 18 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Regatta Capital Group invest in?","answer":"At the end of its last fiscal year, Regatta Capital Group’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 12% pooled vehicles (private funds and similar), 12% cash and equivalents, 2% non-exchange-traded equities and 1% U.S. government and agency bonds. 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