# Navis Wealth Advisors

Navis Wealth Advisors is a Multi Family Office based in Rye Brook, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Rye Brook, United States
- **Region:** North America
- **Founded:** 2020
- **Assets under management:** 541 (Altss estimate)
- **Website:** naviswealth.com
- **LinkedIn:** https://www.linkedin.com/company/navis-wealth-management

## Regulatory record

- **CRD number:** 311171
- **SEC file number:** 801-119746
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311171

## About

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 served on the Board of Directors of the Westchester County Bar Association from 2013 to 2017. 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.

## Sectors

- Real Estate
- Robotics & Automation

## People

- Paul Fegan Jr. — Managing Partner

## 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.

### 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.

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Last updated: 2026-06-28T01:52:45.635Z

Canonical page: https://altss.com/profile/navis-wealth-advisors

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