Navian Investment Management

Overview

Navian Investment Management is a limited liability company that registered with the SEC in 2026 as an investment adviser. The firm is set up to provide portfolio management services specifically for investment companies and bills clients on a percentage-of-AUM basis. Regulatory and firm-level descriptors indicate it is a newly formed adviser, classified as “unclassified” in the source data, and is not a multi-state adviser. Ownership is listed as a combination of a domestic entity and an individual, and the firm reports affiliations with a broker‑dealer and another investment adviser. The firm does not identify as an active ESG investor, does not act as a capital allocator, and is not positioned as a pension consultant or a related adviser to another entity. Those negative designations, combined with the recent SEC registration, suggest the business is in the build-out phase rather than running an established nationwide advisory platform.

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Location & Offices