Navesink Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 117456
- Custodians
- INVESTMENT ADVISOR/CUSTODIAN
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Navesink Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, charging fees based on a percentage of assets under management and other fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of outside managers. The firm is also affiliated with a law practice. Navesink is not identified as an active ESG investor. It is not positioned as a multi-state or newly formed adviser in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Private Funds5%
Owners & executives
1 of 1Daniel Kelly
Managing Partner and Chief Compliance OfficerCRD 1927336
Contacts
1 of 1
Michael Panter
AssociateCRD 3147738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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