Navigation Capital Partners

Navigation Capital Partners operates as the private equity division within the Navigation Group framework. Navigation Group, based in Redwood City, California, offers wealth management and financial advisory services to individuals and families. Navigation Capital Partners handles the buyout, growth, and recapitalization investing, though the degree of separation between advisory client assets and private equity capital is not publicly detailed.

The firm targets buyout, co-investment, growth equity, and recapitalization transactions. This spans control acquisitions of established businesses, growth-stage minority or significant-minority positions, and structured recapitalizations that allow existing owners to take partial liquidity while retaining operational control.

No. The firm has not publicly reported any fund closings, assets under management, or aggregate deployment figures. No regulatory filings containing AUM are currently locatable.

Deal sourcing mechanics are not disclosed. The firm's presence within a wealth management practice suggests potential access to client-referred opportunities and advisor networks, but no specific origination channels or proprietary sourcing advantages have been publicly described.

The firm has not named a chief investment officer, managing partner, or investment committee on its public website or in any accessible record. No principals are identified in available materials.