Navidar LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
277084
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Navidar LLC is a domestic limited liability company that positions itself as a capital allocator and adviser-of-advisers. Its primary advisory activity is the selection of other investment managers, rather than running a large in-house public-market portfolio. The firm is affiliated with a broker-dealer and reports a nonstandard fee structure listed as "Other." The firm does not present itself as an active ESG investor, is not multi-state, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Stephen Day

    Stephen Day

    Co-Founder & Managing DirectorCRD 2801250

  • Timothy Walsh

    Timothy Walsh

    Managing DirectorCRD 1748706

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
2700 Via Fortuna
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth