# Regatta Research & Money Management

Regatta Research & Money Management is a Bank / Wealth / Trust based in Metairie, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Metairie, United States
- **Region:** North America
- **Address:** 6620 Riverside Dr Suite 207, Metairie, LA 70003
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** regattaresearch.com
- **LinkedIn:** https://www.linkedin.com/company/regatta-research-&-money-management-llc

## Regulatory record

- **CRD number:** 113181
- **SEC file number:** 801-60383
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113181

## About

Regatta Research & Money Management was founded in Metairie, Louisiana in 1998 by Eric Greschner and Rudy Blanchard, who structured the firm as a registered investment advisor accountable solely to its clients. The firm eschews the broker-dealer and insurance-agent models, operating instead as a fee-only fiduciary — a legal obligation that bars commissions and transaction fees in favor of a percentage-of-assets compensation structure that aligns client and firm outcomes. The firm manages discretionary and non-discretionary portfolios for high-net-worth individuals and families, drawing on multiple asset classes including equities, fixed income, annuities, and alternative structures. Its investment posture emphasizes downside protection through volatility-management strategies and manager selection, rather than concentrated thematic bets. The approach services two primary offices — a Metairie headquarters and a Baton Rouge satellite — covering the broader Greater New Orleans market and south Louisiana. Blanchard acts as the lead portfolio manager and market strategist, while three other credentialed professionals round out the advisory team: Claudia Hayden (J.D., CFP), Andrew Valentine Pool (MBA), and Libby Rousseve (FPQP). The firm claims a national media footprint, citing past appearances on Fox TV and CNN, as well as mentions in Bloomberg and Kiplinger's, though no current AUM or client-count figure is published. Its multi-city physical presence in Louisiana is unusual for an RIA of its apparent size, extending its local reach without a remote-first posture. Regatta's structural identity rests on its fee-only fiduciary charter in a region where commission-based brokerage and insurance advice remain common. The firm does not operate a multi-family-office platform, a trust company charter, or a proprietary fund complex. Its succession, governance, and ultimate ownership remain privately held by the named managing partners, with no external capital or parent entity disclosed.

## Offices

- Baton Rouge, LA

## People

- Eric Greschner — Managing Partner
- Rudy Blanchard — Managing Partner, Portfolio Manager and Market Strategist

## Questions

### How does Regatta Research structure its compensation to avoid conflicts of interest?

The firm operates exclusively as a fee-only fiduciary. It refuses all commissions, transaction fees, and insurance sales, charging clients a percentage based on the value of their accounts. This legal structure creates an alignment of interests where Regatta's revenue rises and falls directly with client portfolio performance.

### Who runs investment decisions at Regatta Research?

Rudy Blanchard, a Managing Partner, serves as the firm's Portfolio Manager and Market Strategist. He holds the CFP, CIMA, and APMA designations. Co-founder Eric Greschner, a J.D., acts as the other Managing Partner, and the firm lists three additional credentialed professionals — Claudia Hayden (J.D., CFP), Andrew Valentine Pool (MBA), and Libby Rousseve (FPQP) — on its advisory team.

## Related profiles

- [Regatta Capital Group](https://altss.com/profile/regatta-capital-group)
- [Regatta Ventures](https://altss.com/profile/regatta-ventures)

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Last updated: 2026-07-06T00:37:37.637Z

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