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Navis Wealth Advisors
Navis Wealth Advisors operates as a multi-family office serving multigenerational clients. Paul Fegan Jr. acts as managing partner. The firm integrates tax...
Navis Wealth Advisors
Navis Wealth Advisors operates as a multi-family office serving multigenerational clients. Paul Fegan Jr. acts as managing partner. The firm integrates tax advisory through its internal Navis Tax group. The firm allocates across real estate, hedge funds, and direct co-investments or SPVs. Confirmed positions include a 2025 purchase of 3,822 shares in Symbotic Inc. for $210,000. Geographic focus centers on North America with additional exposure through public market positions. Navis maintains the Navis Charitable Foundation and supported the 2024 Pediatric Cancer Foundation gala. David Bruckman has served on the Board of Directors of Westchester County. The firm participated in the EB-5 & Global Immigration Expo in Newport Beach in January 2025. Navis Wealth Advisors LLC shares an office address with Great Point Capital LLC at 800 Westchester Avenue, Suite 700, Rye Brook.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
541 (Altss estimate)
Location
Region
North America
Country
United States
City
Rye Brook
Corporate office
—
Principals
Paul Fegan Jr.
Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Navis Wealth Advisors?
Paul Fegan Jr. serves as managing partner. Additional registered individuals include Nicholas J Scenna.
Does Navis Wealth Advisors participate in fund commitments or only direct deals?
The firm pursues both direct co-investments or SPVs and fund-of-funds allocations.
What asset classes does Navis Wealth Advisors target?
Allocations include real estate, hedge funds, and public equity positions such as robotics companies.
Where does Navis Wealth Advisors maintain philanthropic structures?
The firm operates the Navis Charitable Foundation and has supported the Pediatric Cancer Foundation since at least 2024.
How is Navis Wealth Advisors related to other entities at the same address?
Paul Fegan Jr. is also registered with Great Point Capital LLC, which shares the Rye Brook office.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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