SourcingSourcing

NAVIGATE PRIVATE FUND ADVISORS LLC

C31
CRD 313687·SEC 801-121301·BIRMINGHAM, AL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NAVIGATE PRIVATE FUND ADVISORS LLC
CRD
313687
SEC file #
801-121301
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
'22'23
$6.1M → $6.1M▬ 0%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'22'26
2 advisors → 4 advisors▲ +100%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
02/16/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUSSAR, CHRISTOPHER, NAGEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUSSAR, CHRISTOPHER, NAGEL
GOODRICH, THOMAS, MICHAEL
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4356304
Trust Company Affiliate
No

People (4)

4
HUSSAR, CHRISTOPHER, NAGEL
Direct Owner · 62.5%
4356304
GOODRICH, THOMAS, MICHAEL
IAR · Direct Owner · 37.5%
7365697
SAKSHAM NARANG
IAR
7505794
EMILY SUZANNE BOLDEN
IAR
7890773