Investment adviser · CRD 325236
NAVIQUANT
Investment adviser filing (IA)
NAVIQUANT CAPITAL MANAGEMENT LLC
· Form ADV filed Jun 15, 2026
- Regulatory AUM
- $199M Form ADV · Item 5.F
- Client accounts
- 190 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Retirement plans | Fewer than 5 | $161,101,608 | 80.8% |
| Individuals | 176 | $20,488,833 | 10.3% |
| Pooled investment vehicles | 5 | $17,749,671 | 8.9% |
Filing source
Form ADV 2113407 · Jun 15, 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
CRD 325236
Filing source
Form ADV 2113407 · Jun 15, 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.