Co-Founder, Partner, and Chief Compliance Officer

0001911488-22-000003.txt : 20220516 0001911488-22-000003.hdr.sgml : 20220516 20220516085825 ACCESSION NUMBER: 0001911488-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: REGATTA CAPITAL GROUP, LLC CENTRAL INDEX KEY: 0001911488 IRS NUMBER: 260825177 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22325 FILM NUMBER: 22925820 BUSINESS ADDRESS: STREET 1: 880 APOLLO ST. STREET 2: SUITE 129 CITY: EL SEGUNDO STATE: CA ZIP: 90245 BUSINESS PHONE: 310-725-9102 MAIL ADDRESS: STREET 1: 880 APOLLO ST. STREET 2: SUITE 129 CITY: EL SEGUNDO STATE: CA ZIP: 90245 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001911488 XXXXXXXX 03-31-2022 03-31-2022 REGATTA CAPITAL GROUP, LLC

880 APOLLO ST. SUITE 129 EL SEGUNDO CA 90245

13F HOLDINGS REPORT 028-22325 N Russell Mohberg Co-Founder, Partner, and Chief Compliance Officer 3107259102 Russell Mohberg El Segundo CA 05-16-2022 0 167 289845 false INFORMATION TABLE 2 13F_Q12022_Regatta.xml AMBEV SA SPONSORED ADR 02319V103 100 31113 SH SOLE 0 0 31113 BLACKROCK MUNIYIELD CALIF QU COM 09254N103 143 10893 SH SOLE 0 0 10893 FORD MTR CO DEL COM 345370860 203 11989 SH SOLE 0 0 11989 CAESARS ENTERTAINMENT INC NE COM 12769G100 213 2754 SH SOLE 0 0 2754 BLACKROCK MUNIYIELD FD INC COM 09253W104 214 16920 SH SOLE 0 0 16920 ISHARES TR NATIONAL MUN ETF 464288414 219 2000 SH SOLE 0 0 2000 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 220 5730 SH SOLE 0 0 5730 CHARTER COMMUNICATIONS INC N CL A 16119P108 222 407 SH SOLE 0 0 407 SWITCH INC CL A 87105L104 222 7200 SH SOLE 0 0 7200 TCG BDC INC COM 872280102 225 15604 SH SOLE 0 0 15604 CARMAX INC COM 143130102 226 2342 SH SOLE 0 0 2342 MERCADOLIBRE INC COM 58733R102 230 193 SH SOLE 0 0 193 TARGET CORP COM 87612E106 239 1126 SH SOLE 0 0 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