NAVIGATION CAPITAL PARTNERS, INC.
Adviser information for NAVIGATION CAPITAL PARTNERS, INC. last updated from Form ADV on February 16th, 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 | Corporation |
|---|---|
| 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 | 802-129215 |
|---|---|
| SEC ERA File Number | 802-129215 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156906 |
| Legal Entity Identifier | None |
Principal Office
2870 PEACHTREE RD NWUNIT #509
ATLANTA
GA
United States
Monday - Friday, 9:00-5:00
Tel: 412 327 9294, Fax: None
Chief Compliance Officer
RONALD COOMBS
CHIEF FINANCIAL OFFICER
2870 PEACHTREE RD NW
UNIT #509
ATLANTA
GA
United States
Tel:
412 327 9294
R******@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| NAVIGATION CAPITAL PARTNERS II, L.P. | Private Equity Fund | $100.3M | $1.4M | 3 |
| SPAC OPPORTUNITY FUND I, LP | GENERAL PARTNER FUND | $22.9M | $10.0M | 70 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILLIS, ROBERT, EUGENE | Individual | – | MANAGING PARTNER | 04/2021 | 25-50% |
| MOCK, LAWRENCE, E. | Individual | – | MANAGING PARTNER | 02/2007 | 25-50% |
| Coombs, Ronald, James | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2020 | < 5% |
| PANTON, DAVID, KEITH | Individual | – | MANAGING PARTNER | 04/2021 | 25-50% |
| Mays, Darrell, Joseph | Individual | – | MANAGING PARTNER | 04/2021 | 25-50% |