Navidar LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Austin, Texas
CRD number
277084
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Navidar LLC is organized as an institutional registered investment adviser operating as a limited liability company. The firm identifies itself as a capital allocator whose advisory activity centers on selecting and overseeing other advisers rather than direct portfolio management. It does not position itself as an active ESG investor. The firm reports a nonstandard fee structure ("Other") and maintains an affiliation with a broker-dealer.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Stephen Day

    Stephen Day

    Co-Founder & Managing DirectorCRD 2801250

  • Timothy Walsh

    Timothy Walsh

    Managing DirectorCRD 1748706

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
2700 Via Fortuna
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth