NAVIMED CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2020
Total AUM
$905M
Discretionary
$905M
100% of AUM
Avg account
$226M
Accounts
4
Employees
14
Advisory reps
4

Firm details

Headquarters
ROSSLYN, Virginia
CRD number
169508
Registered since
June 29, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Navimed Capital Advisors, LLC is a privately held limited liability company registered with the SEC in 2020 that operates as a private equity fund manager serving institutional investors. The firm’s primary advisory activity is portfolio management for pooled investment vehicles; it also identifies itself in registrant filings as sponsor, general partner and managing member of pooled funds and lists CPO/CTA among its industry affiliations. Navimed charges both asset-based fees and performance-based fees for its services. The firm does not identify as an active ESG investor and appears focused on a single-state operating footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Ryan Ross

    Managing DirectorCRD 7869754

  • RYAN SCHWARZ

    Managing DirectorCRD 1994518

  • BIJAN SALEHIZADEH

    Managing DirectorCRD 6266125

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ROSSLYN, VA

ARLINGTON

Location

ROSSLYN, VA

Headquartered in ROSSLYN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
ARLINGTON
Address
1300 Wilson Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth