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Lee Henry Clay

Regatta Capital Group, LLC

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About Lee Henry Clay

Lee Henry Clay is an investment advisor representative for Regatta Capital Group, LLC. Lee has been in the industry since January 2008. Lee currently has 1 approved state registration in the following state: New Jersey. Lee is a Series 65 holder and has been registered with Regatta Capital Group, LLC since October 2018. Lee has a variety of experience in the industry including coaching services, financial planning, pension consulting and portfolio management. Lee also has experience working with the following client types: charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth individuals.

Firm Information

Lee Clay is currently registered with Regatta Capital Group, LLC. Regatta Capital Group, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, portfolio management for businesses, individuals, and pooled investment vehicles, as well as coaching services. With over $1 billion in assets under management, Regatta Capital Group serves a variety of clients, including high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm's main office is located in El Segundo, California.
Regatta Capital Group, LLC

880 APOLLO ST.

EL SEGUNDO, CA 90245

$1.16B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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coaching services

Coaching services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lee Clay’s Registration & Firm History

NJ

08/31/2022 - Present

Regatta Capital Group, LLC (NEW VERNON NJ)

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Licenses & Designations

IA

Issued 11/20/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee Henry Clay.
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