Multi-Family OfficeRIA · CRD 150344

Updated:

NAVIGAR ADVISORS, INC.

NAVIGAR ADVISORS, INC. is a state-registered investment adviser in Tampa, FL. The firm manages approximately $3 million in regulatory assets.

NAVIGAR ADVISORS, INC.

NAVIGAR ADVISORS, INC. is a state-registered investment adviser in Tampa, FL. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Does NAVIGAR ADVISORS publicly disclose its AUM or client base?

No. NAVIGAR ADVISORS does not publish its assets under management, number of families served, or client identities. This level of privacy is typical for multi-family offices that prioritize confidentiality over marketing visibility.

How is NAVIGAR ADVISORS regulated?

NAVIGAR ADVISORS, INC. is a state-registered investment advisor (RIA). RIA registration subjects the firm to the Investment Advisers Act of 1940, including fiduciary duties, disclosure requirements, and periodic SEC examinations. This distinguishes it from unregistered family offices.

Has NAVIGAR ADVISORS engaged in any notable direct investments or co-investments?

No publicly documented direct investments, co-investments, or fund commitments are associated with NAVIGAR ADVISORS. The firm's investment activity remains private, and no portfolio companies or deal partners have been disclosed.

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