AUMdb
NC

Navy Capital Green Management, Llc

SEC-registered Investment Adviser CRD 299809 · SEC file 802-130071 ·
☆ Save with Pro ADV data as of May 06, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$131M $322M
Mar 28, 2019 Mar 31, 2023

Reported AUM from Form ADV filings, plotted by filing date · as of May 06, 2026

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $139M combined gross assets

FundTypeDomicileGross assetsOwners
Navy Capital Green Fund, Lp master Hedge Fund Delaware $65.2M 169
Navy Capital Green Co Invest Fund, Llc Other Private Fund Delaware $60.3M 169
Navy Capital Green Holdings Ii, Llc Other Private Fund Delaware $13.4M 1
Navy Capital Green Holdings, Llc Other Private Fund Delaware $324K 4

People (4)

NameRole / titleCredentialsWith firm sinceOwnership
Stiefel, Sean, Michael Chief Executive Officer Apr 2017 (9y) 50% – 75%
Gulati, Chetan, Nmn Head Of Research Feb 2019 (8y) 25% – 50%
Mclaughlin, Kevin, Charles Chief Financial Officer; Chief Compliance Officer Feb 2019 (8y) Less than 5%
Kaden, John, T Executive Chairman Nov 2019 (7y) 10% – 25%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

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 (4, $139M gross assets)

FundTypeGross assetsMin. investmentOwners
Navy Capital Green Fund, Lp Hedge Fund $65.2M $1.0M 169
Navy Capital Green Co Invest Fund, Llc Other Private Fund $60.3M $100K 169
Navy Capital Green Holdings Ii, Llc Other Private Fund $13.4M $1 1
Navy Capital Green Holdings, Llc Other Private Fund $324K $1 4

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/06/2026 1.32 MB View · PDF · Source ↗

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

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

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: May 06, 2026.

View current Form ADV (SEC/IAPD) ↗