| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| Registration status | Registration Changed to NAVIGATION CAPITAL PARTNERS, INC. |
| As of Date | 10/25/2023 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 7 -46.15% |
| of those in investment advisory functions | 6 -45.45% |
| AUM* | 123,653,000 -51.34% |
| of that, discretionary | 123,653,000 -51.34% |
| Private Fund GAV* | 0 |
| Avg Account Size | 41,217,667 -51.34% |
| SMA’s | No |
| Private Funds | 0 2 |
| Contact Info | 404 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees