NAVIGATION CAPITAL PARTNERS, INC.

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
156906
Registered since
November 15, 2023

Firm profile

FINTRX

Overview

Navigation Capital Partners, Inc. is a corporate RIA that registered with the SEC in 2023 and operates under individual ownership. The firm functions as a sponsor and general partner and serves as a managing member of pooled investment vehicles, signaling a primary focus on running private funds rather than acting as a traditional retail advisory shop. It is not classified under a conventional advisory category in the filing and does not identify as an active ESG investor or a multi-state adviser. Investment activity centers on private-market strategies. The firm allocates to private equity through its own fund vehicles and related pooled structures, where it assumes sponsor/GP responsibilities. That setup implies the firm sources, structures and oversees direct or fund-level private equity commitments and may manage capital calls, investor allocations and portfolio company oversight consistent with a small private-fund manager.

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

Owners & executives

1 of 1
  • Ronald Coombs

    Chief Financial OfficerCRD 7300053

Contacts

3 of 4
  • Darrell Mays

    Managing PartnerCRD 7356132

  • LAWRENCE MOCK

    Managing PartnerCRD 5902283

  • ROBERT WILLIS

    Managing PartnerCRD 6175969

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
2870 Peachtree Rd NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth