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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 10 -9.09%
Registration SEC, Approved, 06/29/2020
Other registrations (2)
Former registrations

NAVIMED CAPITAL ADVISORS, LLC

AUM* 918,788,000 86.77%
of that, discretionary 918,788,000 86.77%
Private Fund GAV* 918,788,000 93.54%
Avg Account Size 229,697,000 40.07%
SMA’s No
Private Funds 4 1
Contact Info (20 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

518M 444M 370M 296M 222M 148M 74M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count4 GAV$918,788,000

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Brochure Summary