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Navalign, LLC

● SEC registered since 2006CRD 119919SEC# 801-66206Encino, CA
Export (members)
Reg. AUM
$655.6M
Employees
9
Accounts
1,845
Location
Encino, CA

Navalign, LLC assets under management

Navalign, LLC is a registered investment adviser overseen by the SEC based in Encino, CA. The firm has been registered since 2006. It reports $655.6 million in regulatory assets under management and employs 9 people.

Navalign, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christopher Matthew Carter ControlMember & Chief Compliance Officer25-50%2002
David William Jacobs ControlMember25-50%2002
Matthew J Stadelman ControlMember10-25%2018
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Frequently asked questions

How much does Navalign, LLC manage?

Navalign, LLC reports $655.6 million in regulatory assets under management on its Form ADV.

How many employees does Navalign, LLC have?

Navalign, LLC reports 9 employees.

Where is Navalign, LLC located?

Navalign, LLC is based in Encino, CA and has been SEC-registered since 2006.

Does Navalign, LLC disclose fund performance?

Navalign, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15910 Ventura Blvd, Suite 1605, Encino, CA 91436
Phone818-728-4500
Fax818-728-4556
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1820593
Discloses disciplinary historyNo

Assets under management

Discretionary$655.6M
Non-discretionary$0
Total (RAUM)$655.6M