NAVARRO ASSET MANAGEMENT, LLC

Overview

Navarro Asset Management, LLC is a small advisory firm organized as a limited liability company that provides portfolio management services to individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, and describes itself as an active ESG investor. Its client focus is private clients rather than institutional mandates, and it does not identify itself as a multi-state or pension consultant adviser. Reported advisory activity centers on discretionary portfolio management. Investment emphasis is on liquid, fund-based strategies with a preference for publicly available mutual funds and similar public funds as core building blocks. The firm also allocates to third-party alternative managers, with stated interest in real estate and digital currency exposures alongside traditional mutual fund sleeve(s).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices