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The fee is billed in advance and is negotiable.","source":"ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Regatta Research & Money Management use?","answer":"Regatta Research & Money Management’s separately managed account assets are held at National Financial Services LLC (Covington, KY), with $198M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Regatta Research & Money Management have?","answer":"Regatta Research & Money Management has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 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 Research & Money Management invest in?","answer":"At the end of its last fiscal year, Regatta Research & Money Management’s separately managed accounts held 63% exchange-traded equities, 15% non-exchange-traded equities, 8% investment grade corporate bonds, 8% pooled vehicles (private funds and similar), 4% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Regatta Research & Money Management?","answer":"Regatta Research & Money Management’s direct owners are Eric Greschner (50% to 75%) and Rudy Blanchard (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 20 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Regatta Research & Money Management get paid?","answer":"Regatta Research & Money Management is paid through a percentage of assets under management. 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