Nauta Capital Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $0 | — |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nancy Woodall | Manager, Cco | CFA Chartered Investment Counselor | Oct 2023 (3y) | Less than 5% |
| Woodall, Michael, Lawrence | Manager | Oct 2023 (3y) | Less than 5% | |
| Tara, William, Taylor | Manager | Jan 2024 (3y) | ≈ 37.5% – 75% via Perigee Associates Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Perigee Associates Llc | Member | Jan 2024 | A | 50% – 75% |
| Bojon Ventures Corp | Member | Jan 2024 | A | 50% – 75% |
| Woodall Family 2010 Trust | Shareholder | Oct 2023 | B | ≈ 37.5% – 75% via Bojon Ventures Corp |
Estimated effective ownership (look-through of filed bands):
- Tara, William, Taylor: 75% – 100% of Perigee Associates Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Woodall Family 2010 Trust: 75% – 100% of Bojon Ventures Corp × 50% – 75% direct ≈ 37.5% – 75% of the firm
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 931 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
- • Percentage of assets under management
Services
- • Pension consulting services
- • Other services
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: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗