NAVITAS CAPITAL MANAGEMENT, LLC
Adviser information for NAVITAS CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118938 |
|---|---|
| SEC ERA File Number | 802-118938 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309027 |
| Legal Entity Identifier | None |
Principal Office
3975 LANDMARK STREET, SUITE 1200CULVER CITY
CA
United States
Monday - Friday, 9AM - 5PM
Tel: (310) 490-5626, Fax: None
Chief Compliance Officer
AMY PERSOHN
CHIEF COMPLIANCE OFFICER
3975 LANDMARK STREET, SUITE 1200
CULVER CITY
CA
United States
Tel:
(312) 636-8966
A**@*************M
(Full email address available in API data)
Industry Affiliates
| NAVITAS CAPITAL GP II-A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NAVITAS CAPITAL GP II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NAVITAS CAPITAL GP III, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NAVITAS CAPITAL GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NAVITAS CAPITAL GP P, LLC | Sponsor, GP, manager of pooled investment vehicles |
| NAVITAS CAPITAL GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NAVITAS CAPITAL CO-INVEST II-B, L.P. | Venture Capital Fund | $3.1M | $0.0M | 13 |
| NAVITAS CAPITAL CO-INVEST II-C, L.P. | Venture Capital Fund | $11.0M | $0.0M | 1 |
| NAVITAS CAPITAL CO-INVEST II-D, L.P. | Venture Capital Fund | $0.7M | $0.0M | 1 |
| NAVITAS CAPITAL FUND P, L.P. | Venture Capital Fund | $30.3M | $0.0M | 2 |
| NAVITAS CAPITAL I, L.P. | Venture Capital Fund | $16.5M | $0.0M | 38 |
| NAVITAS CAPITAL II SG, L.P. | Venture Capital Fund | $6.1M | $0.0M | 1 |
| NAVITAS CAPITAL II-A, L.P. | Venture Capital Fund | $4.2M | $0.0M | 34 |
| NAVITAS CAPITAL II-D, L.P. | Venture Capital Fund | $20.2M | $0.0M | 1 |
| NAVITAS CAPITAL II, L.P. | Venture Capital Fund | $37.9M | $0.0M | 10 |
| NAVITAS CAPITAL III, L.P. | Venture Capital Fund | $282.7M | $0.0M | 74 |
| NAVITAS CAPITAL IV SG, L.P. | Venture Capital Fund | $6.0M | $0.0M | 1 |
| NAVITAS CAPITAL IV, L.P. | Venture Capital Fund | $46.3M | $0.0M | 8 |
| NAVITAS SWEETEN OPPORTUNITY FUND, L.P. | Venture Capital Fund | $0.5M | $0.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PUTNAM, TRAVIS, PHILIP | Individual | – | MANAGING PARTNER | 12/2012 | 50-75% |
| SCHOTSKY, LOUIS, AMOS | Individual | – | MANAGING PARTNER | 06/2019 | 50-75% |
| PERSOHN, AMY, RENEE | Individual | – | CHIEF OPERATING OFFICER | 08/2021 | < 5% |