NAVIGATION CAPITAL PARTNERS, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 156906
- Registered since
- November 15, 2023
Firm profile
FINTRXOverview
Navigation Capital Partners, Inc. is a corporate RIA that registered with the SEC in 2023 and operates under individual ownership. The firm functions as a sponsor and general partner and serves as a managing member of pooled investment vehicles, signaling a primary focus on running private funds rather than acting as a traditional retail advisory shop. It is not classified under a conventional advisory category in the filing and does not identify as an active ESG investor or a multi-state adviser. Investment activity centers on private-market strategies. The firm allocates to private equity through its own fund vehicles and related pooled structures, where it assumes sponsor/GP responsibilities. That setup implies the firm sources, structures and oversees direct or fund-level private equity commitments and may manage capital calls, investor allocations and portfolio company oversight consistent with a small private-fund manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ronald Coombs
Chief Financial OfficerCRD 7300053
Contacts
3 of 4Darrell Mays
Managing PartnerCRD 7356132
LAWRENCE MOCK
Managing PartnerCRD 5902283
ROBERT WILLIS
Managing PartnerCRD 6175969
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 2870 Peachtree Rd NW
- Time zone
- ET (UTC-5)
- Office locations
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