# Navellier & Associates

Navellier & Associates is an Asset Manager based in Reno, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Reno, United States
- **Region:** North America
- **Address:** Reno, NV, United States
- **Founded:** 1987
- **Assets under management:** Undisclosed
- **Website:** navellier.com

## Regulatory record

- **CRD number:** 107568
- **SEC file number:** 801-30582
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107568

## About

Navellier & Associates is an SEC-registered investment adviser in Reno, NV, registered since 1987. The firm manages $1.1 billion in assets and $1.1 billion on a discretionary basis. It has 21 employees and 2 investment advisers.

## Sectors

- Growth Equity

## People

- Louis Navellier — Chief Investment Officer

## Questions

### How does Navellier source investment ideas?

Navellier uses a proprietary quantitative model that screens equities on reward (alpha) relative to risk (standard deviation). Stocks passing that screen are run through fundamental filters focused on earnings growth, profit-margin expansion, and forward price-to-earnings ratios. The model is the primary idea-generation engine — the firm does not market a venture-style or private-market sourcing channel.

### Does Navellier participate in fund commitments or only direct equity portfolios?

The firm's stated model is direct portfolio management — building customized, separately managed equity accounts for individuals. It does not market pooled-fund commitments, private capital vehicles, or investments in external GPs to the public.

### What is Navellier's known posture on co-investments alongside external managers?

Navellier does not publicly describe a co-investment practice or club-deal arrangement. It markets proprietary portfolio strategies that are managed in-house, positioning its product as a satellite or core holding within a broader multi-manager structure rather than a co-investment partner to external GPs.

### How does the firm differentiate growth, income, and defensive strategies?

The growth strategy targets securities with superior earnings, revenue, and profit-margin expansion. The income strategy seeks dividend growth and capital appreciation. The defensive strategy is designed to outperform in up markets while limiting losses in declining markets. All three share the same quantitative and fundamental screening infrastructure.

### Where does Navellier's management team operate from?

The firm is headquartered in Reno, Nevada, where its investment team and operations staff are based. No additional offices are disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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