Investment adviser · CRD 169508
NAVIMED CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
ROSSLYN, VA, United States · Form ADV filed Apr 27, 2026
- Regulatory AUM
- $905M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 14 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $904,947,000 | 100.0% |
Filing source
Form ADV 2091299 · Apr 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NAVIMED PARTNERS III, L.P.Private Equity Fund · Last reported Apr 27, 2026$451MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-3580315123
- Reported beneficial owners
- 65
- Minimum commitment
- $100K
- Form D file number
- 021-529201
Form ADV 2091299 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NAVIMED PARTNERS II, L.P.Private Equity Fund · Last reported Apr 27, 2026$332MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-1945094509
- Reported beneficial owners
- 54
- Minimum commitment
- $100K
- Form D file number
- 021-349848
Form ADV 2091299 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NAVIMED PARTNERS, L.P.Private Equity Fund · Last reported Apr 27, 2026$117MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-5789260022
- Reported beneficial owners
- 25
- Minimum commitment
- $100K
- Form D file number
- 021-191947
Form ADV 2091299 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NAVIMED PARTNERS EXECUTIVE FUND, L.P.Private Equity Fund · Last reported Apr 27, 2026$4.69MGross asset value
Form D fundraising filings
NaviMed Partners Executive Fund, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-6416942246
- Reported beneficial owners
- 11
- Minimum commitment
- $100K
- Form D file number
- 021-191946
Form ADV 2091299 · Apr 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 27, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1300 WILSON BOULEVARD, SUITE 910ROSSLYN, VA, 22209-2321, United States
CRD 169508
Filing source
Form ADV 2091299 · Apr 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.