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Regatta Financial LLC
Regatta Financial LLC founded by Michael J. Hart in 2019 — opportunistic real estate and private credit investor based in New York.
Regatta Financial LLC
Regatta Financial LLC is an SEC-registered investment adviser with approximately $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Asset Manager
Year founded
2019
AUM
Under $500M (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Michael J. Hart
Founder & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Regatta Financial LLC?
Michael J. Hart serves as Founder and Chief Investment Officer, making all final investment decisions. His background includes senior positions in real estate private equity firms, though specific prior firms are not publicly listed (per public record).
Does Regatta Financial operate as a family office or an independent asset manager?
Regatta Financial is structured as an independent asset manager, not a traditional family office. It does not publicly disclose any single-family-office affiliation or wealth origin (per public filings).
What investment types does Regatta Financial pursue?
The firm focuses on opportunistic real estate, private credit, infrastructure, and energy transition assets. It targets value-add and opportunistic returns through direct ownership and structured debt positions (per public record).
Does Regatta Financial use external capital or deploy only proprietary capital?
Regatta Financial appears to manage both proprietary and external capital, based on its asset manager classification. The firm does not disclose its investor base or leverage ratios (per public filings).
Which geographies does Regatta Financial target?
The firm invests primarily in North America, with specific activity noted in major U.S. metropolitan markets and select Canadian opportunities (per public record).
How does Regatta Financial source deal flow?
The firm sources opportunities through direct relationships with local operators and sponsors, focusing on off-market or lightly marketed transactions. Its lean team structure enables rapid execution on complex, capital-intensive deals (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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