AUMdb

Navigation Capital Partners, Inc.

SEC-registered Investment Adviser CRD 156906 · SEC file 802-129215 · Atlanta, GA · WWW.NAVIGATIONCAPITAL.COM
☆ Save with Pro ADV data as of Jan 08, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$124M $275M
Mar 14, 2012 Feb 22, 2023

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 08, 2026

Private funds (2)

Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $123M combined gross assets

FundTypeDomicileGross assetsOwners
Navigation Capital Partners Ii, L.P. Private Equity Fund Delaware $100M 3
Spac Opportunity Fund I, Lp master Other Private Fund Delaware $22.9M 70

People (5)

NameRole / titleCredentialsWith firm sinceOwnership
Mock, Lawrence, E. Managing Partner Feb 2007 (20y) 25% – 50%
Coombs, Ronald, James Chief Compliance Officer Jun 2020 (6y) Less than 5%
Mays, Darrell, Joseph Managing Partner Apr 2021 (5y) 25% – 50%
Panton, David, Keith Managing Partner Apr 2021 (5y) 25% – 50%
Willis, Robert, Eugene Managing Partner Apr 2021 (5y) 25% – 50%

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (2, $123M gross assets)

FundTypeGross assetsMin. investmentOwners
Navigation Capital Partners Ii, L.P. Private Equity Fund $100M $1.4M 3
Spac Opportunity Fund I, Lp Other Private Fund $22.9M $10.0M 70

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/08/2026 719 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 08, 2026.

View current Form ADV (SEC/IAPD) ↗