Private EquityRIA · CRD 169508SEC-RegisteredPrivate Fund Adviser

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NaviMed Capital

NaviMed Capital is an SEC-registered investment adviser in ROSSLYN, VA, registered since 2020. The firm manages approximately $905 million in regulatory...

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NaviMed Capital

NaviMed Capital is an SEC-registered investment adviser in ROSSLYN, VA, registered since 2020. The firm manages approximately $905 million in regulatory assets. It has 14 employees and 12 investment advisers.

General information

Firm type

Private Equity

Year founded

2011

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Rosslyn

Corporate office

1300 Wilson Boulevard, Suite 910, Rosslyn, VA 22209, United States

Principals

Ryan Schwarz

Managing Director

Sector focus

Healthcare ServicesDigital Health

Frequently asked questions

Who runs investment decisions at NaviMed Capital?

Ryan Schwarz, a Managing Director, sits on the firm's Investment Committee and leads investment decisions, focusing on payor services and technology-enabled outsourced services. He previously led the U.S. healthcare growth capital practice at The Carlyle Group for fourteen years and chairs several portfolio-company boards.

How does NaviMed Capital source its deals?

The firm targets complex, mid-market healthcare transactions including corporate divestitures, founder-succession situations, management buyouts, and growth recapitalizations. Deal flow is relationship-driven, leveraging the senior team's network built across investment banking at Morgan Stanley and Robertson Stephens, and nearly three decades in healthcare private equity.

Is NaviMed Capital a single-family office?

No. NaviMed Capital operates as a private equity firm, not a family office. It is an asset manager raising capital from external investors and deploying it through an institutional fund structure.

What investment stages does NaviMed Capital target?

NaviMed targets expansion-stage, late-stage, and growth transactions as well as management buyouts, recapitalizations, spin-offs, and succession-driven deals. The firm does not invest in seed or early-stage startups.

How large is NaviMed Capital by assets under management?

NaviMed Capital has not publicly disclosed its assets under management. The firm reports that its senior team has created more than $6.5 billion in enterprise value across dozens of investments since 1997, but that figure reflects realized and unrealized portfolio-level outcomes, not current committed capital.

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