SourcingSourcing

NAVIMED CAPITAL ADVISORS, LLC

C24
CRD 169508·SEC 801-119184·ROSSLYN, VA
AUM
$904.9M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NAVIMED CAPITAL ADVISORS, LLC
CRD
169508
SEC file #
801-119184
EIN
994840813
DBA names
—

Economics

AUM
$904.9M
AUM band
$500M-$1B
AUM trajectory
'21'26
$283.4M → $904.9M▲ +219%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
14
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'21'26
8 advisors → 12 advisors▲ +50%
Primary office
ROSSLYN VA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
navimed.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CANANN, BRIAN, TODD
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CANANN, BRIAN, TODD
SALEHIZADEH, BIJAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
NAVIMED.COM
Rdap Domain Creation Date
2003-09-27T17:30:21Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002038590
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-11-12
Edgar Last Filing Date
2024-11-12
Edgar Form D Count
1
Edgar Form D Offerings
2024-11-122024-11-12 · 0002038590-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley12
E*trade4
Edgar Addresses
Mailing
C/O NAVIMED CAPITAL ADVISORS, LLC1300 WILSON BOULEVARD, SUITE 910ROSSLYN, VA 22209
Business
C/O NAVIMED CAPITAL ADVISORS, LLC1300 WILSON BOULEVARD, SUITE 910ROSSLYN, VA 22209
Edgar EIN
994840813
Edgar Recent Filings
D2024-11-12 · 0002038590-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-09-27T17:30:21Z
Rdap Domain Last Changed
2024-09-23T19:37:59Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6266100
Trust Company Affiliate
Yes

People (4)

4
CANANN, BRIAN, TODD
Direct Owner · 37.5%
6266100
SALEHIZADEH, BIJAN
Direct Owner · 37.5%
6266125
SCHWARZ, RYAN, MERLE
Direct Owner · 37.5%
1994518
Ross, Ryan, Scott
Executive Officer · 2.5%
7869754