Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

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Firms / R•••••• C•••••• G••••• L••

R•••••• C•••••• G••••• L••

Micro VC · probableEl Segundo, CAr•••••••••SEC registered investment adviserfundraising evidence

Discover expert financial guidance from an independent wealth management firm based in El Segundo, CA dedicated to helping driven, successful clients plan for their future. Our passionate team specializes in financial planning, investment management, 401k consulting, endowments & foundations, and impact investing. Let us help you craft a personalized plan to save, invest, and achieve your financial goals.

venture manager, reported GAV $13.1M across 4 vehicles

Importance
13
low
Active deployment
60
high
Emerging
0
low
Completeness
56
elevated
Freshness
97
high
Research priority
18
moderate
Identity and regulatory footprint
Headquarters
El Segundo, CAadviserinfo.sec.gov
Office address
880 APOLLO ST., SUITE 129, El Segundo, CA, 90245adviserinfo.sec.gov
Business phone
310-725-9102adviserinfo.sec.gov
Website
H•••••••••
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 31, 2026
Private funds reported
4 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$15.2Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$1.6Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
18
business phone
310-725-9102adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
R•••••• S•••• V••••••• F••• I• Q•• L•Feeder or parallel2024 form d first saleFundraising$1.6M
Oct 30, 2024
10$7.8M
of $15.0M
Dec 3, 2025
R•••••• S•••• V••••••• F••• I• L•Fund2024 form d first saleFundraising$100,000
Oct 30, 2024
9$4.1M
of $15.0M
Dec 3, 2025
R•••••• V••••••• F••• I• L•Fund2022 adv first reportedActive deployment$10.1M
Oct 30, 2024
160$0Jan 6, 2022
R•••••• V••••••• E••• S••• L••SPV or co-invest vehicle2021 form d first saleMature$1.2M
Oct 30, 2024
22$1.3M
of $1.3M
Jun 22, 2022
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
15 current, 0 departed
G•••• N•••••
Client Service Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
L••••• F••••••
Senior Client Service Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
M•••• T••••
Client Service Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
V•••••• F• E••••••
Senior Client Service Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
E•••• H•••••
Branch Manager & Financial Advisor
Board or advisory
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Board or advisory
FactVenture organization websites (about, team, portfolio, thesis, news pages)
L••• M••••••••
Branch Manager & Financial Advisor
Board or advisory
FactVenture organization websites (about, team, portfolio, thesis, news pages)
R•••••• R• M••••••
Managing Member, Co-Founder, Partner, And Chief Compliance Officer · since Sep 1, 2007
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S•••••• S••••••• K••••
Principal, Managing Member, Co-Founder, Partner, And Head Of Advisory Services · since Apr 1, 2008
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
B•••• M••••• J••••
Co-Cio & Director Of Endowments & Foundations · since Jan 1, 2023
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
N••••••• O•••
Partner, Financial Advisor, And Director Of Retirement Plans · since May 1, 2015
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
N•••• S••••
Operations Manager
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
B•• S•••••••••
Financial Advisor & Director
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
E•••• J••••••
Financial Planner & Director of Tax Strategy
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
L•••••• D•••••••
Financial Advisor & Director of Client Service
Principal
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
7 dated events
  1. Jul 1, 2024
    R•••••• S•••• V••••••• F••• I• L• first reported on Form ADV by R•••••• C•••••• G••••• L•• (Venture Capital Fund), GAV $100,000
    Fund first reported on Form ADVFundsFactR•••••• S•••• V••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jul 1, 2024
    R•••••• S•••• V••••••• F••• I• Q•• L• first reported on Form ADV by R•••••• C•••••• G••••• L•• (Venture Capital Fund), GAV $1,650,000
    Fund first reported on Form ADVFundsFactR•••••• S•••• V••••••• F••• I• Q•• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 29, 2023
    R•••••• V••••••• E••• S••• L•• first reported on Form ADV by R•••••• C•••••• G••••• L•• (Venture Capital Fund), GAV $1,250,873
    Fund first reported on Form ADVFundsFactR•••••• V••••••• E••• S••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jan 1, 2023
    B•••• M••••• J•••• joined Schedule A of R•••••• C•••••• G••••• L•• as Co-Cio & Director Of Endowments & Foundations
    Person joinedPeopleFactB•••• M••••• J••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 28, 2022
    R•••••• V••••••• F••• I• L• first reported on Form ADV by R•••••• C•••••• G••••• L•• (Venture Capital Fund), GAV $10,455,000
    Fund first reported on Form ADVFundsFactR•••••• V••••••• F••• I• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. May 1, 2015
    N••••••• O••• joined Schedule A of R•••••• C•••••• G••••• L•• as Partner, Financial Advisor, And Director Of Retirement Plans
    Person joinedPeopleFactN••••••• O•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Jan 18, 2012
    R•••••• C•••••• G••••• L•• first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Micro VC (probable, 80%, cls-1)
    venture manager, reported GAV $13.1M across 4 vehicles
Evidence
88 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserOct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-01-18Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-07-31Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-10-30Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2007-11-13Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone310-725-9102Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone310-725-9102Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
DescriptionDiscover expert financial guidance from an independent wealth management firm based in El Segundo, CA dedicated to helping driven, successful clients plan for their future. Our passionate team specializes in financial planning, investment management, 401k consulting, endowments & foundations, and impact investing. Let us help you craft a personalized plan to save, invest, and achieve your financial goals.
“meta description”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees18Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees16Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersEl Segundo, CAJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersEl Segundo, CAOct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address880 APOLLO ST., SUITE 129, El Segundo, CA, 90245Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address880 APOLLO ST., SUITE 129, El Segundo, CA, 90245Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
“Venture Capital”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Legal formLimited Liability CompanyJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported4Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported4Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$15.2MJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$13.1MOct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$1.6BJul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$1.2BOct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Team pagehttps://www.regattainvest.com/our-team/
“11 name/title pairs read”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported4Jul 31, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported4Oct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.REGATTAINVEST.COMOct 30, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHome - R•••••• Capital Group
“title tag”
Sep 12, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)