| Name | Title | Ownership | Since |
|---|---|---|---|
| Carlo Anthony Panaccione Control | Managing Member | 25-50% | 1999 |
| Erik Shannon Davis Control | Managing Member | 25-50% | 1999 |
| Karen Keller Franco Control | Chief Compliance Officer | Under 5% | 2021 |
Navigation Group LLC reports $927.5 million in regulatory assets under management on its Form ADV.
Navigation Group LLC reports 6 employees.
Navigation Group LLC is based in Redwood Shores, CA and has been SEC-registered since 2017.
Navigation Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3 Lagoon Drive, Suite 110, Redwood Shores, CA 94065 |
| Phone | 650-595-1700 |
| Fax | 650-595-1767 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $927.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $927.5M |